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User Handbook

Manage Team

Invite members and assign each a role.

Build your team under Team: invite members and assign each a role.

Open the Team page

Navigate to Team in the sidebar. The page shows the member list: every user with their role, status, and last activity.

📸 Screenshot: Team page with member list

The five permission levels

LevelTypical title
ownerCTO, VP Engineering, Founder
adminEngineering manager, IT lead, MLOps lead
editorCompliance Officer, Data Protection Officer, Security Engineer
viewer (default)Software developer, business stakeholder
platform_adminPalveron support staff — not assignable here

The full permission matrix lives on Roles & Permissions.

Invite a member

  1. Click Invite member (top right).
  2. Enter the email address.
  3. Select the role (admin, editor, or viewer — owner is set during project creation and transferable via support).
  4. Click Send invitation.

The invited user receives an activation link. Status shows Invited until they accept.

Order matters. Invite at least one editor (compliance) before your first agent registration — the wizard hands off to compliance for risk classification. Invite developers as viewer last; without an agent to integrate, there's nothing for them to do yet.

Change a role

  1. Click the three dots (⋯) next to a member.
  2. Select Change role.
  3. Pick the new role.
  4. Confirm.

Role changes take effect immediately on the gateway and within ~5 seconds in the user's dashboard session (they may need to refresh).

Remove a member

  1. Click the three dots (⋯) → Remove.
  2. Confirm.

If the removed member is on the responsibility chain of an active agent (responsible person, technical maintainer, or approval authority), removal is blocked until the chain is reassigned. The dialog lists every agent that needs to be updated.

Audit trail

Every team change (invite, role change, removal) is recorded as a governance event. Find them in Monitoring → Governance Events filtered by event_type: TEAM_*. Useful as evidence in your own SOC 2 or ISO 27001 audits (Palveron supplies the trail; the certification remains yours).

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