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User guide4 min

Members and roles

Members are the people who can use your workspace. Each person's role decides what they can do. Members and Viewers only see the sites you give them, so you can share one site with a client without showing them the rest.

Invite someone#

You invite people by email from Members, in the Settings group of the workspace sidebar.

  1. 1

    Choose Members in the workspace sidebar

    It is under Settings. Everyone in the workspace is listed under Who can see this workspace.

  2. 2

    Press Invite member

    Enter their Email, pick a Role (Admin, Member or Viewer, explained below) and press Send invitation.

  3. 3

    They accept from the email

    The email has a link to accept. No PixyScan account yet? They create one with the same email address first.

    Until they accept, they show with an Invited badge. The invitation expires after two days. You can cancel it from its row.

  4. 4

    Give Members and Viewers their sites

    Members and Viewers start with no sites. Open each site's Settings, go to the Members tab, press Add member and pick them from the list.

    The Site access button on their row shows which sites they can reach.

app.pixyscan.com/w/…/settings/members

The workspace members screen: a Who can see this workspace card with an Invite member button, then a row per person with their name, email, a Site access control and their role badge.
One row per person, with their role and a Site access button. Change a role from the same row.

What each role can do#

The role decides what a person can do. For Members and Viewers, it also limits which sites they see.

The four roles, from most to least access.
FieldSitesWhat it does
Super AdminEvery siteThe person who created the workspace. Can do everything, including renaming the workspace, managing the subscription and billing, and setting report branding. This role cannot be invited, changed or removed.
AdminEvery siteManages sites, scans, schedules, alerts, CI/CD and members. Cannot change the workspace's name, subscription or branding. Always has access to every site.
MemberSites you add them toRuns scans, manages schedules, adds sites and reads every report on their sites.
ViewerSites you add them toRead-only on their sites. Cannot start scans. Can only be added to a site as a Viewer.

How do I share just one site with a client?

Invite them as a Member, or as a Viewer if they only need to read. Then add them to that one site on its Settings → Members tab. They will not see any other site.

To remove someone, use the controls on their row. They lose access at once, but anything they created stays. An Admin cannot change or remove another Admin.

To manage who sees one site, use that site's Settings → Members tab.

Why is Invite member locked?#

Because every seat is taken. A seat is one person in the workspace, and each tier includes a set number.

Everyone in the workspace uses a seat. So does every invitation not yet accepted. When all seats are taken, Invite member shows a lock and opens the upgrade options instead.

FieldSeatsWhat it does
Free1Only you. To invite anyone, you need a paid tier.
Hobby2You and one other person.
Basic3You and two other people.
Pro10Room for a larger team.
EnterpriseUnlimitedAs many people as you need, agreed in your contract.

Everyone signs in the same way: email and password with an emailed code, or Continue with Google. Single sign-on (SSO, signing in through your company's own login) is not available.

See how many seats are in use on the Billing screen. Compare the tiers

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