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Team Management lets you invite team members to your DATALYR workspace, control access levels, and collaborate on analytics and campaigns.

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What It Does

Manage Team Access:
  • Invite team members by email
  • Set role-based permissions
  • Control workspace access
  • Remove team members
Roles Available:
  • Owner (full access)
  • Admin (manage team, settings)
  • Member (view and edit)
  • Viewer (read-only)

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Key Features

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Invite Team Members

Add team members in seconds: Invite Flow: 
1. Go to Settings → Team
2. Click "Invite Member"
3. Enter email address
4. Select role
5. Send invitation
Invited member receives email with signup link.

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Role Permissions

Owner:
  • Full access to everything
  • Manage billing and subscription
  • Delete workspace
  • Transfer ownership
Admin:
  • Invite and remove team members
  • Change member roles
  • Manage workspace settings
  • Cannot manage billing
Member:
  • View all data and reports
  • Create and edit campaigns
  • Manage integrations
  • Cannot manage team or billing
Viewer:
  • Read-only access
  • View dashboards and reports
  • Cannot make changes
  • Cannot edit settings

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Team List

See all workspace members: Per Member:
  • Name and email
  • Role
  • Last active
  • Invitation status (pending/active)
Actions:
  • Change role
  • Resend invitation
  • Remove from workspace

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Pending Invitations

Track invitation status: Pending Invites:
  • Shows who hasn’t accepted yet
  • Resend invitation email
  • Cancel invitation
  • Set expiration (7 days)

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Use Cases

Marketing Team Collaboration 
Owner: Marketing Director (manages billing)
Admins: Team Leads (invite members, settings)
Members: Marketers (create campaigns, track)
Viewers: Executives (view reports only)
Agency Client Access 
Owner: Agency (manages everything)
Viewer: Client (read-only reports)
Result: Client sees performance without editing
Department Access Control 
Separate workspaces per department
Marketing: Full team access
Sales: Viewer access to reports
Finance: Viewer for revenue data
Contractor Management 
Invite freelancer as Member
Grant campaign access
Remove when project complete
Maintain security
Audit and Compliance 
Viewer access for auditors
Read-only financial data
No editing capabilities
Track who views what

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How It Works

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Invitations

Email Invitation: 
1. Invite sent to email
2. Recipient clicks link
3. Signs up or logs in
4. Automatically added to workspace
Invitation expires in 7 days if not accepted.

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Role Changes

Change member roles anytime: Process: 
1. Go to Team settings
2. Click member dropdown
3. Select new role
4. Confirm change
Takes effect immediately. Member sees updated access on next login.

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Workspace Switching

Members can be in multiple workspaces: Workspace Selector:
  • Dropdown in top nav
  • Switch between workspaces instantly
  • Each workspace has own permissions
Example: 
User is Admin in Workspace A
User is Viewer in Workspace B
Different access per workspace

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Billing Impact

Team Size Limits:
  • Free plan: 1 user
  • Starter: 3 users
  • Pro: 10 users
  • Enterprise: Unlimited
Upgrade plan to add more team members.

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Best Practices

Use Least Privilege:
  • Start with Viewer role
  • Grant more access as needed
  • Don’t make everyone Admin
Regular Audits:
  • Review team list monthly
  • Remove inactive members
  • Update roles as needed
Separate Workspaces:
  • One workspace per brand/client
  • Clear separation of data
  • Easier permission management
Document Roles:
  • Create role guidelines
  • Define responsibilities
  • Share with team
Onboarding Process:
  • Welcome email with training
  • Assign mentor for first week
  • Schedule check-in after 30 days

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Security

Access Control:
  • Role-based permissions enforced
  • Cannot escalate own privileges
  • Audit log of all changes
Data Privacy:
  • Members only see workspace data
  • No cross-workspace access
  • GDPR compliant
Session Management:
  • Automatic logout after inactivity
  • Secure authentication
  • 2FA available

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Limitations

Cannot Downgrade Owner:
  • Workspace must have one Owner
  • Transfer ownership before downgrading
  • Prevents accidental lockout
Invitation Email Required:
  • Must have valid email address
  • Cannot invite by username
  • No guest access
Role Restrictions:
  • Viewers cannot export data
  • Members cannot manage billing
  • Only Owners can delete workspace

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Next Steps

Dashboard

Share with your team

Reports

Collaborate on analysis

Workspace Settings

Configure workspace

Pricing

Upgrade for more seats