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Inviting team members and managing roles

This article explains how to give people access to your Intractive account and what each role (Admin, Editor, Viewer) is allowed to do.

How access works: three levels, three roles

Before you start inviting, it helps to know how access is built up. Intractive has three levels, nested inside each other:
Organization → Project → Story → content blocks


Access flows down, never up. Someone who is an Admin on the whole organization is automatically an Admin on every project and every story inside it. Someone who only has a role in a single story has access to that story alone, nothing above it.
Every organization, project and story also has an Owner, usually whoever created the account. The Owner has the same rights as an Admin and is marked with an Owner label in the member list.


Here's what each role can do:

Role

What they can do

Admin

Full control at their level and everything beneath it: edit settings,

Editor

Create and edit content — stories, branches and new releases

Viewer

Read-only. Browse projects and stories and view analytics, reviews and sessions, without making any changes.


💡 Good to know: at organization level, Editors can also manage shared articles, article groups and tags. Viewer is the safest, least-permissive role — so it's the default whenever you invite someone.


Quick reference: what each role can do

Per level, the table below summarises the most common actions. “✅” = allowed, “—” = not allowed.


Organization

Action

Admin

Editor

Viewer

View Organization

✅

✅

✅

Edit Organization profile

✅

✅

—

Create a new Project

✅

—

—

Invite team members

✅

—

—

Change member roles

✅

—

—

Manage shared articles / videos

✅

✅

—

View all Projects & Stories

✅

✅

✅


Project

Action

Admin

Editor

Viewer

View Project

✅

✅

✅

Edit Project settings

✅

—

—

Create a Story

✅

—

—

Delete a Story

✅

—

—

Duplicate / paste Stories

✅

—

—

Edit Stories inside Project

✅

✅

—

Sort Stories

✅

✅

—

View analytics & sessions

✅

✅

✅

Invite to Project

✅

—

—

Delete Project

✅

—

—


Story

Action

Admin

Editor

Viewer

View Story

✅

✅

✅

Edit Story content

✅

✅

—

Create a release

✅

✅

—

Delete a release

✅

—

—

Duplicate Story

✅

—

—

Delete Story

✅

—

—

View analytics & reviews

✅

✅

✅

Invite to Story

✅

—

—


Step 1: Open your organization settings

Click the circle with your initials in the bottom-left corner of the Builder. This opens your Organization settings.


Step 2: Invite people to your whole organization

At the top of Organization settings, open the Team tab. This is where everyone in your organization is listed.
Click Invite team members on the right. Enter the person's email address, choose a role (Admin, Editor or Viewer), and send the invitation.


⚠️ Important: an organization role cascades to every project and story. If you only want someone to see one project or one story, skip this step and invite them lower down (Step 3 or Step 4) instead.


The person receives an email with a link to accept. Until they click it, they'll appear in the list with a Pending status.

Step 3: Give access to a single project

Open the project you want to share, then go to Project settings in the left-hand menu and open the Project members tab.
Click Invite member on the right, add the email address and pick the role. This person can only reach this project and its stories, nothing else in the organization.


💡 Tip: project-level access is handy when a project is split across teams or business units and you don't want everyone seeing each other's work.


Step 4: Give access to a single story

Open a story and click Invite in the top-right corner. You can share the story and get a review from someone else.


Changing or removing access

Roles aren't set in stone. To change someone's role, find them in the member list at the relevant level (Organization, Project), open the role dropdown next to their name and pick a new one. The change takes effect immediately, sometimes you need to refresh your page.
Waiting on someone who hasn't accepted yet? From the member list you can resend a pending invitation, or cancel it. If they've already accepted, change their role or remove them instead.

Updated on: 28/09/2026

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