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Team management

Set team member roles and manage access within your organization​

IDnow uses role-based access control to determine what team members can view and manage within your organization. Each role comes with a predefined set of permissions, ensuring account permissions are appropriately limited.

  • Editor: Full access to managing flows, sessions, and team members
  • Viewer: Read-only access with the ability to run flows

Editor​

Editors have full control over your organization. Editors can:

  • Create, edit and delete flows
  • Configure flows settings
  • Start and view sessions
  • View session history, analytics, and session details
  • Manage team members within your organization

Managing team members

Editors are responsible for controlling access to your organization. They can:

  • Invite new team members as editors or viewers
  • Remove existing editors or viewers from the organization
  • Change a team members’ roles

Viewer​

Viewers have read-only access to your organization to monitor activity and test flows built by editors. Viewers can:

  • View all flows and content
  • Start and view executions
  • View session history, analytics, and session details

Viewers can not:

  • Modify flows or settings
  • Manage team members or roles

Permissions​

Quick reference of team role permissions:

ActionEditorViewer
View flows and content✅✅
Start sessions✅✅
View session✅✅
View session history✅✅
View analytics✅✅
View session details✅✅
Create/edit/delete flows✅❌
Configure flow settings✅❌
Add/remove team members✅❌
Assign roles✅❌