Team Management

Invite team members, assign roles with appropriate permissions, manage invitations, and control who has access to what within your organization.

Roles & Permissions

A91I uses a role-based access control system with four roles. Each role inherits the permissions of the roles below it.

Role	Workflows	Connections	Team	Billing	Organization
Viewer	View only	View own	View list	No	No
Member	Create & edit own	Manage own	View list	No	No
Admin	Manage all	Manage all	Invite & manage	View	Edit settings
Owner	Manage all	Manage all	Full control	Full control	Full control

Viewer: Read-only access. Can view workflows, execution history, and the team list. Cannot create, edit, or execute anything. Ideal for stakeholders who need visibility without the ability to make changes.
Member: The standard working role. Can create and edit their own workflows, manage their own connections, run test executions, and act on approval requests. Cannot modify other users' workflows (unless explicitly shared).
Admin: Organizational management. Can manage all workflows and connections regardless of ownership, invite and remove team members, change user roles, and edit organization settings.
Owner: Full control over everything, including billing, plan changes, and the ability to delete the organization. There must always be at least one Owner.

Inviting Team Members

Go to Settings → Team

The Team tab shows all current members and pending invitations.

Click "Invite Member"

A dialog appears with an email field and a role selector.

Enter the email and choose a role

Type the invitee's email address and select the appropriate role (Viewer, Member, Admin, or Owner).

Send the invitation

Click Send. The invitee receives an email with a link to accept the invitation and create their account (or link their existing account).

Invitation states

Invitations progress through states: Pending → Accepted. An Admin can resend expired invitations or revoke pending ones.

Managing Members

Changing a Role

Click the three-dot menu next to a team member and select Change Role. Choose the new role from the dropdown and confirm. Role changes take effect immediately.

Role hierarchy

You can only change roles for users at or below your own role level. A Member cannot change an Admin's role. An Admin cannot change an Owner's role.

Removing a Member

Click the three-dot menu and select Remove from Organization. The user loses access immediately. Their workflows and connections remain in the organization but become unassigned.

Shared workflows created by the removed user are still accessible to other team members.
Private workflows become inaccessible until reassigned by an Admin.
Connections created by the removed user are deactivated. Reassign them to maintain workflow functionality.

Plan Limits

The number of team members depends on your plan:

Plan	Team Members
Free	1 (single user)
Pro	5 members included. Additional members available as add-ons.
Enterprise	Unlimited members.

If you hit the member limit, you will need to upgrade your plan or remove an existing member before inviting new ones.

Best Practices

Use the least privilege principle — assign Viewer to stakeholders, Member to workflow builders, and Admin only to those who need to manage the team.
Review the team list periodically and remove departed employees promptly.
Use the audit log to monitor who is making changes and when.
Avoid creating multiple Owner accounts unless necessary for business continuity.
Share workflows with specific permissions rather than making them Team-visible when only a few people need access.