Teams & responsibilities

Invite a project member

1. 1Open Team & Access and choose Invite member.
2. 2Enter the person's email address, choose a role and how long the invitation stays valid (1, 7, 14 or 30 days).
3. 3Tick Client-visible content only if the person should see only client-visible records. It is always on for the Client role.
4. 4Copy the one-time invitation link and send it to the person yourself. The link is shown once and is not emailed.
5. 5The person opens the link and signs in with the invited email address to join.

To add someone to the whole company rather than one project, use Access Control → User Management → Invite user, which sends an email invitation.

Project roles

• Project Manager, Security Lead, Legal Reviewer, Developer, Auditor, Executive, Client and Viewer.
• When you assign a role you choose its scope (This project or Entire company) and an optional expiry date.

RACI accountability

The RACI accountability tab assigns Responsible, Accountable, Consulted and Informed people to AI Systems, Controls, Tasks, Risks, Findings and Incidents. Critical and high-priority records need an Accountable owner before governance sign-off. Reassigning a role ends the previous assignment and keeps it in the history.

Approval eligibility

Approval steps are routed by role. A person can approve a step only if they hold that step's role, so project access alone does not make someone an approver. See Approval Policies.