Team members
Invite teammates and assign roles
VantageDash supports multiple users per account. Open Settings → Team to manage who has access.
Inviting a teammate
- Click Invite member.
- Enter their email address.
- Pick a role (see below).
- Send.
They receive an email with a sign-up link. When they create their account, they're automatically joined to your workspace, with no manual approval needed.
Pending invitations are listed at the top of the Team tab. You can resend or revoke them before they're accepted.
Roles
| Role | Can do |
|---|---|
| Owner | Everything, including billing and removing the workspace. The first user is the owner. |
| Admin | Add/remove competitors, run scrapes and matching, configure alerts, invite other users (except owners). Cannot change billing. |
| Member | Run scrapes and matching, configure their own alerts, view all data. Cannot add/remove competitors or invite users. |
| Viewer | Read-only access. Cannot trigger any action that modifies data. |
You can change a teammate's role at any time from the Team tab: pick a new role from the dropdown next to their name.
Removing a teammate
Click the trash icon next to their name and confirm. Their account isn't deleted (they may belong to other workspaces); they're just removed from yours. Any matches, alerts, or settings they created stay in the workspace.
Transferring ownership
There can be only one owner. To transfer ownership, contact us via the feedback button. We'll verify both parties and make the change.
Workspace switching
If you belong to multiple workspaces (for example, you consult for several brands), use the workspace switcher in the top-left of the dashboard to move between them. Each workspace has its own data, competitors, and billing.