Team Members & Roles
Invite teammates, assign roles, manage pending invitations, and revoke access.
OnCloudWine supports as many teammates per organization as you need. Permissions are role-based and intentionally simple — Member or Admin covers most needs.
Where to find it
Settings → Organization → Members.
Settings · Organization · Members
Active team and pending invitations.
| Member | Role | Status | |
|---|---|---|---|
| Liam Hillier | [email protected] | OWNER | ACTIVE |
| Riley Park | [email protected] | ADMIN | ACTIVE |
| Morgan Hayes | [email protected] | MEMBER | ACTIVE |
| Cameron Wu | [email protected] | MEMBER | PENDING |
Roles
| Role | What they can do |
|---|---|
| OWNER | Everything an Admin can do plus delete the organization. Exactly one per org. |
| ADMIN | Full access including billing, integrations, team management, API keys. |
| MEMBER | Day-to-day operations: contacts, releases, fulfillments, payments. No billing or integration changes. |
Permissions in detail
| Action | Member | Admin | Owner |
|---|---|---|---|
| Manage contacts | ✓ | ✓ | ✓ |
| Create releases | ✓ | ✓ | ✓ |
| Process payments | ✓ | ✓ | ✓ |
| Edit org settings | — | ✓ | ✓ |
| Manage billing | — | ✓ | ✓ |
| Connect integrations | — | ✓ | ✓ |
| Manage team | — | ✓ | ✓ |
| Generate API keys | — | ✓ | ✓ |
| Delete organization | — | — | ✓ |
| Transfer ownership | — | — | ✓ |
Inviting a member
Click Invite Member
A modal asks for email and role.
Enter the email and pick a role
The email doesn't need an existing OnCloudWine account — they'll be prompted to create one when they accept.
Send
An invitation email goes to that address with a unique acceptance link. The invite appears in the Members list with status PENDING.
Pending invitations
Invitations have their own statuses:
| Status | Meaning |
|---|---|
| PENDING | Sent but not yet accepted. Resendable from the row menu. |
| ACCEPTED | They created/signed-in to their account and joined. |
| REVOKED | You revoked the invite before it was accepted. Link no longer works. |
Resending an invitation
If a teammate didn't get the email or it expired, click the row menu on the pending invite and choose Resend. A fresh email goes out with a new link.
Revoking an invitation
Click Revoke to invalidate the link. The teammate can no longer use it to join. To re-invite, send a fresh invitation.
Changing a role
Click the role on any row to switch between Admin and Member. The change takes effect immediately — the teammate sees their permissions update on their next page load.
To transfer ownership, set the destination teammate's role to Owner. The current Owner is downgraded to Admin automatically. (You can't have two Owners.)
Removing a member
Click the row menu (⋯)
On the member you want to remove.
Choose Remove from organization
Confirms with a modal — confirm by typing their name.
Confirm
Their access is revoked immediately. Their personal account remains intact (it's their account, after all) — they just no longer see this organization. Tasks they were assigned become unassigned.
The dashboard prevents you from removing the Owner without first transferring ownership. There must always be exactly one Owner.
Audit trail
Every team change — invitations, role changes, removals — is recorded in the activity log under Type: USER_ACTION → Entity: invitation or member.
Inviting external collaborators
A common pattern: invite your accountant as Admin during tax season, then remove access afterward. OnCloudWine doesn't currently support "time-bounded" access — you simply remove them when done.
For longer-term external relationships (a fractional CFO, a marketing agency), consider:
- Giving them a Member role rather than Admin if they don't need billing
- Using API keys instead of dashboard access for purely automated flows