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Documentation Index

Fetch the complete documentation index at: https://docs.mantrixflow.com/llms.txt

Use this file to discover all available pages before exploring further.

Team access is managed per organization. The team page is where operators invite users, update roles, remove members, and, when necessary, transfer ownership.

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Current roles in the product

RoleWhat it is for
OWNERfull control, including organization details and ownership transfer
ADMINmanages workspace data, connections, pipelines, and users
EDITORbuilds and edits pipelines and connections but does not manage organization administration
VIEWERread-only access

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Important rule

You cannot invite someone directly as OWNER. Ownership is transferred separately after the person is already a member.

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Invite a team member

  1. Click Team in the left sidebar.
  2. Click the Invite Member button (top-right).
  3. Enter the email address.
  4. Choose a role: ADMIN, EDITOR, or VIEWER.
  5. Send the invitation.
The Team page shows: Member (name + email), Status (Active badge), Role badge, Joined date, and Actions. Use the Search members by email field to filter the list.

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What the invitee does

The invite link opens the acceptance flow, where the invited user verifies the invite and completes account setup before joining the organization.

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Change a member role

  1. Click Team in the left sidebar.
  2. Find the member using the search field or scroll the table.
  3. Use the Actions menu (⋯) to open the member edit screen.
  4. Update the role and save.
Owner roles cannot be changed through normal role editing. Ownership must be transferred.

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Remove a member

  1. Open the member actions menu.
  2. Choose Remove Member.
  3. Confirm the action.
Removal revokes the member’s access to that organization.

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Transfer ownership

Only the current owner can transfer ownership. From the team page, the owner can open the member action menu and choose Transfer Ownership for a non-owner member.

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Real-world example

A data lead keeps two analysts as VIEWER, grants one engineer EDITOR access to maintain pipelines, and uses ADMIN for the operations manager who needs to handle invites and pipeline issues but should not take ownership of the organization.

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Good team hygiene

  • Keep the number of owners small.
  • Use EDITOR for most builder users.
  • Review pending invitations regularly.
  • Remove access promptly when responsibilities change.