Manage your team and permissions

Use this step to add a new person to your ACEIRT™ Fusion workspace.

• Go to the workspace switcher and select the workspace you want to manage.
• Open the Team or Members page from the main navigation.
• Select Invite member.
• Enter the member's work email address.
• Choose an initial role: admin, member, or viewer.
• Send the invitation.

After you send the invite, the person receives an email with a link to join your workspace. Their status appears as pending until they accept.

Roles control what a person can do across the workspace.

• Stay on the Team or Members page for your workspace.
• Find the member whose permissions you want to change.
• Open the actions menu for that member, then choose Edit role or similar.
• Select one of the available roles:
  • admin — Manage billing, invite and remove members, change roles, and edit all projects.
  • member — Create and edit projects they have access to, but cannot manage billing or workspace-wide settings.
  • viewer — View projects they have access to without making changes.
• Save your changes.

Confirm the new role appears next to the member's name before you move on.

Grant project access when a member should only see or work on specific projects.

• Open the Projects section from the main navigation.
• Select the project you want to share with a member.
• Go to the project Access or Members tab.
• Choose Add to project or Add member.
• Search for and select the workspace member.
• Confirm their project-level role (for example, editor or viewer) if the project supports finer-grained access.
• Save or confirm the change.

The member now sees the project in their project list and can access it according to their assigned permissions.

Remove a member when they no longer need access to your workspace or any projects.

• Return to the workspace Team or Members page.
• Find the member you want to remove.
• Open the actions menu and choose Remove from workspace or Deactivate.
• Review the confirmation message, including which projects and resources will no longer be available to this person.
• Confirm the removal.

After removal, the person cannot sign in to this workspace or access any of its projects.

Regular reviews help keep your workspace secure and aligned with your team's responsibilities.

• At least once a quarter, review the Team or Members list and confirm each person still needs access.
• Remove members who have left the organization or no longer work with ACEIRT™ Fusion.
• Downgrade roles where appropriate, for example from admin to member or viewer when someone no longer manages billing or workspace settings.
• Check high-sensitivity projects and ensure only the right members have access.
• Align access with your internal policies for least privilege and compliance.

When you finish a review, you should have a current list of members, clear role assignments, and project access that matches each person's job.