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    Lumenbase

    Invite Users, Roles, and Permissions

    Team Feature

    Add teammates, assign roles, and understand who can change workspace settings.

    By Sebastian StreiffertPublished Jan 10, 2026Updated May 29, 20266 min read

    Inviting teammates

    Workspace admins invite users from Settings → Company Settings → User Management. Invitations are sent by email; the recipient joins the same workspace with the role you assign.

    1

    Open User Management

    Settings → Company Settings → User Management → Invite user.
    2

    Set role

    Choose a role that matches what they need to do (see below). You can change roles later.
    3

    They accept

    After sign-up or login, they land in your workspace with permissions from that role.

    Roles and permissions

    Permissions control access to settings areas (billing, user management, field configuration, integrations) and data operations (imports, automations, exports). Owners have full access; custom roles can be narrowed per module.

    • billing.view — see plans and invoices
    • user_management.view / .edit — invite and change roles
    • configuration.* — pipelines, fields, options
    • Data Hub and automations — often restricted to admins or ops roles
    If someone cannot see a menu item, check their role in User Management before assuming a bug.

    Workspace vs personal settings

    My Settings (profile, personal integrations like your Gmail) apply to you. Company Settings apply to the whole workspace — theme, fields, billing, and team. See Workspace settings for the full map.

    Removing access

    Deactivate or remove a user

    1. Open User Management and select the user.
    2. Remove or deactivate — they lose access immediately.
    3. Lower your billed seat count on the Billing tab if you no longer need that seat.
    Invite user: Company Settings → User Management
    Change role: User Management → user row → Role
    Billing seats: Company Settings → Billing → Plans

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