Workspace setup
Manage members and roles
Invite teammates and give each role the right actions for each SaveADay app.
6 min read
Invite a member
- 1
Open Settings → Members
Enter the teammate’s display name and email address.
- 2
Choose a role
Select the narrowest role that covers the person’s real responsibilities.
- 3
Create the invitation
Copy the invitation link and send it to the intended person through a trusted channel.
- 4
Confirm their status
Return to the Team list to check that the account has joined successfully.
Understand roles
Default roles cover common access levels. Custom roles let an administrator choose app-by-app actions such as view, create, update, approve, and export.
- Primary owner and administrator are broad workspace-management roles.
- Manager is intended for operational oversight without primary ownership.
- Staff covers day-to-day creation and updates.
- Viewer is read-only.
Permissions are enforced by SaveADay, not just hidden in the interface. Review custom roles whenever someone’s responsibilities change.
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