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Invite team members

SMAQ is built for teams. Project-level role-based access control lets you bring in teammates, contractors, and clients with the right level of access.

Prerequisite

  • You must be a Project Owner or Editor to invite members.

  • Editors can only invite Members, Viewers, or Chat Users — not other Owners or Editors. See Member roles and access.

Step 1 — Open Project Management

Go to Settings → Project Management.

[Screenshot needed] Settings page with the Project Management tab selected, showing the member list and invite form.

Step 2 — Invite a new member

  1. Enter the email of the person you want to invite.

  2. Pick a role from the dropdown:

    • Owner — full access including billing

    • Editor — full content access except billing

    • Member — read + chat

    • Viewer — read-only

    • Chat User — chat-only

  3. Click Invite.

See Member roles and access for what each role can do.

[Screenshot needed] Invite form with an email entered and "Editor" selected in the role dropdown.

Step 3 — Your invitee receives an email

The new member receives an email titled "You've been invited to [project name]." If they're not yet a SMAQ user, the email walks them through signup. If they already have an account, the link adds them directly.

The invitation expires after 7 days. You can resend or revoke from the Project Invitation section anytime.

If the email doesn't arrive, ask them to check spam. SMAQ sends from invitations@smaq.io.

[Screenshot needed] Project Invitation section showing two pending invitations with Resend / Revoke buttons.

Changing roles

To change a member's role:

  1. Settings → Project Management.

  2. Click the member in the list.

  3. Pick a new role and save.

The change takes effect immediately on their next page load.

Removing a member

  1. Settings → Project Management.

  2. Click the member.

  3. Remove from project.

Removed members lose access to this project immediately. Their org-level membership (if any) is untouched.

Inviting external clients

For client read-only access:

  1. Invite as Viewer — they can see dashboards but not change anything.

  2. Or invite as Chat User if they should be able to ask the AI questions but not view dashboards directly.

Alternative for one-off sharing: use a public dashboard link — no SMAQ account required.

Bulk inviting

For org-level bulk invites, use the Organization → Members flow first, then invite each new org member to specific projects.

Tips

  • Invite at the right level. Don't make everyone an Editor "just in case." Tighter roles produce cleaner audit trails and fewer accidents.

  • Use Chat User for stakeholders who'll only ask questions. Cheaper credit pool, less surface area.

  • Revoke pending invites of people who left. Don't let invitations linger past relevance.

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