Invite Team Member
Workspace provisioning
Invite email: restricted to approved work domains
Default access: case review and document monitoring
Verification step: email confirmation required
SSO policy: enforced for admin-level roles
Suggested role: Review Analyst
Workspace: Northwind Operations Ltd.
Environment: Production
Approval route: Workspace Admin
Role Matrix
Access model
| Role |
Cases |
Billing |
Settings |
| Workspace Admin |
Full access |
Full access |
Can update API keys and webhooks |
| Operations Manager |
Queues, exports, approvals |
View only |
Can manage team invites |
| Review Analyst |
Assigned queues only |
No access |
No settings access |
Pending Invites
Awaiting activation
- Today [email protected] invited as Review Analyst
- Today [email protected] invite resent after domain verification
- Mar 28 admin policy updated to require SSO for all admin and manager roles