DocsTeam & account
Team and roles
Guide 07 of 10 · 4 min read
Roles
| Can… | Admin | Editor | Viewer |
|---|---|---|---|
| See lanes, leads, analytics | Yes | Yes | Yes |
| Create, edit, publish lanes; work leads | Yes | Yes | — |
| Invite, promote, remove members | Yes | — | — |
| Workspace settings, integrations, keys, billing | Yes | — | — |
| Export or delete the workspace | Yes | — | — |
Seats
Admins and editors use a seat; viewers are free and unlimited. A pending invitation for a seated role reserves a seat until it is accepted, revoked, or expires after 7 days. When every seat is taken, inviting another admin or editor is refused until you add seats under Billing — invite them as a viewer in the meantime.
Inviting
Team → Invite: email and role. They get an email with a link; if they already have a Tellane account they join on sign-in, otherwise they sign up without creating a workspace of their own. Resend and Revoke sit on each pending row; the inviter is emailed when an invitation is accepted.
Changing roles and removing
Admins change roles from the member row; promotions and removals ask for confirmation and email the member. A workspace always keeps at least one admin — the last one can't be demoted or removed. Anyone can leave a workspace except its last admin.
Several workspaces
One account can belong to many workspaces with different roles in each. The switcher in the sidebar moves between them; New workspace starts another, with its own trial.