> ## Documentation Index
> Fetch the complete documentation index at: https://docs.trysnapit.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Team access and permissions

> Invite workspace members, manage roles, and understand owner, reviewer, and viewer access.

# 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.

## Invite a teammate

<Steps>
  <Step title="Open Team settings">
    Go to **Settings → Team** as the workspace owner.
  </Step>

  <Step title="Create an invitation">
    Enter the teammate's email and choose **Reviewer** or **Viewer**.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Wait for acceptance">
    The invitee opens the link, registers or signs in, verifies their email if required, and joins the existing workspace.
  </Step>
</Steps>

## 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.

## 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.

<Warning>
  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.
</Warning>

## Related guides

* [Getting started](/guides/quickstart)
* [Review and manage invoices](/guides/invoice-workflows)
* [Accounting integrations](/guides/accounting-integrations)


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.