Seats and roles

Add and remove seats, invite teammates, and manage role-based permissions across your consulting team.

Prerequisites

• Your account must be on the Team or Enterprise plan.
• Only users with the Admin role can manage seats and invitations.

Roles

Audity supports two roles on the Team plan:

Role	What they can do
Admin	Manage seats, invite and remove members, change billing, access all projects
Member	Access shared projects and leads, run audits, export reports

Enterprise plans can configure additional custom roles. Contact your account manager for details.

Viewing your current seats

1. Go to Dashboard → Admin → Users.
2. The users table lists every active team member, their role, and the date they joined.
3. Pending invitations appear in a separate section until accepted.

Adding a seat

Before you invite a new teammate you need an open seat. If all seats are filled, you must purchase an additional seat first, see Team billing.

To add a seat:

1. Go to Dashboard → Subscription.
2. In the Seats section, use the seats selector to increase your seat count.
3. Confirm the prorated charge in the Paddle checkout.

Inviting a teammate

Once an open seat is available:

1. Go to Dashboard → Admin → Users.
2. Click Invite member.
3. Enter the teammate’s email address and select their role (Admin or Member).
4. Click Send invite.

The teammate receives an email with a join link. The link expires after 72 hours. If it expires, re-send the invitation from the same screen.

Changing a member’s role

1. Go to Dashboard → Admin → Users.
2. Find the member in the table.
3. Click the role badge next to their name and select the new role from the dropdown.

Role changes take effect immediately.

Removing a teammate

1. Go to Dashboard → Admin → Users.
2. Click the overflow menu (⋯) next to the member.
3. Select Remove from team.

Removing a member does not automatically reduce your seat count. To reclaim the seat and stop being billed for it, reduce your seat count on the Subscription page after removing the member. See Team billing.

Permissions reference

Action	Admin	Member
View all team projects	Yes	Yes
Run audits	Yes	Yes
Export reports	Yes	Yes
Invite members	Yes	No
Remove members	Yes	No
Change roles	Yes	No
Manage billing & seats	Yes	No
Configure white-label	Yes	No