Members & roles

The Synheart Platform manages access at three scopes: organization, tenant, and project. Each scope has its own members list, its own roles, and its own invitation flow, but they all share the same email-based invite pattern. This page covers who can do what, how to invite and remove people at each level, and how invitations are accepted. For the workspaces themselves, see Organizations & tenants.

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Roles at a glance

• Owner: full control of the organization, including billing and deletion. Only the owner can change the subscription.
• Admin: manage members, settings, and resources, but not org-level billing changes.
• Member: work inside the resources they’re added to (read-only at org level until granted tenant/project roles).

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Organization members

Open Members from the sidebar. The page lets you invite people to the organization, manage roles, and review pending invitations. Summary cards count members by role, and two tabs, Members and Invitations, that split active people from pending invites. Use the Search members box and the All roles / Owner / Admin / Viewer filter to narrow the list.

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Invite an organization member

1. Click Invite member.
2. In the Invite member modal, fill in:
   • Email: the invitee’s email address.
   • Invite to / Target: the scope the invite grants (organization, or a specific tenant/project).
   • Role: the role to assign.
3. Click Send invitation.

An email with an accept link is sent to the invitee. The invite appears under the Invitations tab with a Pending badge until accepted.

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Manage members and invitations

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Tenant members

Open a tenant’s members page from Tenants → Manage members, or the Members link on a tenant card. Summary cards count Total members, Tenant admins, Tenant members, and Other roles (inherited or org-scope). Use Invite to this tenant to add people.

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Invite a tenant member

Tenant invitations are limited to people who already belong to the organization. Pick an organization member (or, if permitted, an email address), choose a role, and Send invitation: Use Remove from tenant on a member row to revoke tenant access. This does not remove their organization access; you need to revoke that separately.

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Project members

Open a project’s members page from the Members link in the project sidebar. Summary cards count Total members, Project admins, Developers, and Viewers. A tenant must be selected first; otherwise you’ll see “Create a tenant for this organization to view project members.”

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Invite a project member

Use Invite to this project and choose a role: Use Remove from project to revoke project access (org access is unaffected).

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Accept an invitation

Invitations are email-based and tied to a one-time token. How you accept depends on where you start: On the invitation page you’ll see the invitation details (Email, Role, Organization, Invited by, and Expires) with Accept and Decline actions. After accepting, you’re redirected to Projects.

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