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  2. Access and account
  3. Team and roles
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  • Overview
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  • How RestoreTrust works
  • Requirements
  • Organizations and projects
  • Project workers
  • Test schedules
    • File checks
  • Validation gates
  • Time zones and dates
  • Manual runs
  • Notifications
  • Check results
  • Execution logs
  • Reports
  • Evidence and verification
  • Team and roles
  • API keys
  • Billing and plans

Team and roles

Invite organization members and assign Owner, Technical admin, Editor, or Viewer access.

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Role capabilitiesInvite a member

RestoreTrust uses organization roles for people and project-scoped API keys for automation. Give each person the lowest role that supports their responsibilities.

Role capabilities

RoleRead organization and projectsManage project resourcesManage organization and membersManage billing
ViewerYesNoNoNo
EditorYesYesNoNo
Technical adminYesYesYes, except owner changesNo
OwnerYesYesYes, including ownersYes

Project resources include sources, secret metadata, schedules, notification channels, workers, API keys, checks, and reports as permitted by the plan. Owners retain responsibility for subscription and billing decisions.

Membership and roles apply to every project in the organization. There is no separate project-member list. Project-scoped API keys restrict automation to one project, but do not restrict a person's organization membership.

Invite a member

  1. 1

    Choose the organization

    Open Organization and Members in the intended organization. Check current user capacity under Plan/Quotas.

  2. 2

    Send the invitation

    Enter the member's email address and select the appropriate role. Use Viewer for audit or read-only review and Editor for routine project configuration.

  3. 3

    Complete verification

    The invited person accepts with the intended account. Invitations and sensitive membership or role changes can require a code sent by email.

  4. 4

    Review access

    Confirm the resulting role, then periodically remove people who no longer need organization access.

Roles apply beyond one schedule

Project-writing roles can change sources, secret metadata, workers, schedules, channels, and API keys. A user who only needs to inspect outcomes should be a Viewer.

Do not use a shared human account for integrations. Create a separately scoped, expiring API key in the project instead.

Related topics

  • Organizations and projects
  • API keys
  • Billing and plans