Team Management — Invite Members & Assign Roles

Team Management lets you collaborate with your organization by inviting members, assigning roles, and controlling access to your workspace. This feature is available exclusively on the Business and Enterprise plans.

Overview

With Team Management you can:

• Create teams within a workspace
• Invite members by email
• Assign granular roles (Owner, Admin, Member, Viewer)
• Manage pending invitations
• Remove or update member access at any time

Creating a Team

1. Navigate to your workspace and click Team Management in the sidebar.
2. Click Create Team.
3. Enter a team name and confirm.

Your team is now ready. You are automatically assigned as the Owner.

Inviting Members

1. From the Team Management page, click Invite Member.
2. Enter the email address of the person you want to invite.
3. Select a role for the new member (Admin, Member, or Viewer).
4. Click Send Invite.

The invited user will receive an email with a link to accept the invitation. Pending invitations are visible in the Pending Invites tab and will expire if not accepted.

Note

Invited users must have a CloakMetric account. If they don’t have one yet, they’ll be prompted to create one before joining your team.

Roles and Permissions

CloakMetric uses a four-tier role system. Each role has a specific set of permissions:

Permission	Owner	Admin	Member	Viewer
View aliases, campaigns, and analytics	Yes	Yes	Yes	Yes
View inbox and email threads	Yes	Yes	Yes	Yes
Create and send emails	Yes	Yes	Yes	No
Create and manage aliases	Yes	Yes	No	No
Create and manage campaigns	Yes	Yes	No	No
Invite and remove members	Yes	Yes	No	No
Change member roles	Yes	Yes	No	No
Manage workspace settings	Yes	Yes	No	No
Manage billing and subscription	Yes	No	No	No
Transfer ownership	Yes	No	No	No
Delete team	Yes	No	No	No

Owner

The Owner has full control over the workspace, billing, and team. Each team has exactly one Owner. Ownership can be transferred to another Admin.

Admin

Admins can manage day-to-day operations including members, aliases, and campaigns. They cannot access billing or delete the team.

Member

Members can create and send emails and view analytics. They cannot manage aliases, campaigns, or other members.

Viewer

Viewers have read-only access. They can browse aliases, campaigns, inbox, and analytics but cannot take any actions.

Managing Members

Updating a Role

1. Go to Team Management.
2. Find the member in the active members list.
3. Click the role badge next to their name.
4. Select the new role from the dropdown.
5. Confirm the change.

Caution

Downgrading a member’s role takes effect immediately. They will lose access to any actions above their new permission level.

Removing a Member

1. Go to Team Management.
2. Find the member you want to remove.
3. Click the Remove button (trash icon).
4. Confirm the removal.

The removed member will immediately lose access to the workspace. Any aliases or campaigns they created will remain in the workspace.

Cancelling a Pending Invite

1. Go to Team Management and open the Pending Invites tab.
2. Find the invitation you want to cancel.
3. Click Revoke.

The invitation link will be invalidated and the user will no longer be able to join.

Transferring Ownership

Only the current Owner can transfer ownership:

1. Go to Team Management.
2. Find the Admin you want to promote.
3. Click the options menu and select Transfer Ownership.
4. Confirm the transfer.

You will be demoted to Admin and the selected member becomes the new Owner.

Plan Requirements

Plan	Team Management
Free	Not available
Pro	Not available
Business	Full access
Enterprise	Full access + SSO/SCIM

Upgrade to Business

Team Management requires the Business plan or higher. Upgrade your plan to unlock collaboration features for your organization.

FAQ

Can I have multiple teams in one workspace?

Yes. On the Business plan you can create multiple teams within a single workspace to organize different groups or departments.

What happens when I remove a member?

The member immediately loses access to the workspace. Their created aliases, campaigns, and email history remain intact in the workspace.

Is there a limit on team members?

The Business plan does not impose a hard limit on team members. Enterprise customers can discuss specific requirements with their account manager.