Team members and security requirements

Invite team members, manage roles, and control who has access to your organisation. Owners and admins can manage users.

Inviting a new team member

1
Click "Add Member" or the invite button.
2
Enter the person's name and email address.
3
Choose a role: Admin (full access except billing), or Member (access only to assigned streams).
4
Click Invite. They'll receive an email with login instructions.

1
In the team list, click the chevron at the end of a member's row to expand it.
2
The Details panel lets you change two things, then click Save details:

1
Click the three-dot menu (⋮) next to the user.
2
Choose Remove Member.
3
The user loses access immediately. Any records assigned to them remain assigned - reassign these manually if needed.

1
Owner: full access including billing and org deletion. One per org.
2
Admin: full access to streams, records, users, and plugins. Cannot manage billing.
3
Member: can only see streams they've been granted access to. Cannot create streams or invite users.

1
In the Security requirements section at the top of the page, turn on "Require two-factor authentication" and/or "Require passkeys".
2
Once on, every member is sent to a security setup screen the next time they use the app and must enrol the required factor before they can continue.
3
If you turn on both, a member only needs to set up one of the two (a passkey OR an authenticator app) to satisfy the requirement. Passkeys are phishing-resistant and recommended.
4
The requirement applies to everyone, including owners and admins - you'll be prompted to set it up yourself too.
5
The section shows how many members are currently compliant. Turn the toggles off at any time to stop enforcing.

Inside the app there is an assistant that answers these from your own written process, not just from ours.

Two users, 500 records and every feature switched on. No credit card, and your data stays in Australia.