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Team access and permissions

Open Settings → Team to view workspace members and pending invitations. All tenant roles can view the team list, but only the workspace owner can change membership.

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Invite a teammate

1

Open Team settings

Go to Settings → Team as the workspace owner.
2

Create an invitation

Enter the teammate’s email and choose Reviewer or Viewer.
3

Send or copy the invitation

SnapIt sends the invitation when mail is configured. If delivery fails, copy the invitation link and send it through a trusted channel.
4

Wait for acceptance

The invitee opens the link, registers or signs in, verifies their email if required, and joins the existing workspace.

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Roles

  • Owner — manages billing, API keys, integrations, channels, invitations, roles, and member removal; can also review and edit invoices.
  • Reviewer — can upload, review, edit, and mark invoices reviewed; cannot manage team membership or workspace-owner settings.
  • Viewer — can view invoices, audit history, source files, and exports; cannot edit invoices or manage team membership.

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Manage invitations and members

Owners can resend or revoke pending invitations, change a member between Reviewer and Viewer, and remove members. A removed member loses access to the workspace but their previous invoice audit entries remain attributable to their user record.
Reprocessing an invoice is not a tenant role permission. Only a platform Root administrator, including an authorized impersonation session, can reprocess or force an extraction tier.