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Team management

Set team member roles and manage access within your organization​

IDnow uses role-based access control to determine what team members can view and manage within your organization. Each role comes with a predefined set of permissions, ensuring account permissions are appropriately limited.

  • Editor: Full access to managing flows, sessions, and team members
  • Developer: Read-only access with the ability to run flows, manage API clients and webhooks
  • Viewer: Read-only access with the ability to run flows

Editor​

Editors have full control over your organization. Editors can:

  • Create, edit and delete flows
  • Configure flows settings
  • Start and view sessions
  • View session history, analytics, and session details
  • Manage team members within your organization

Editors can also manage API clients and webhooks.

Managing team members

Editors are responsible for controlling access to your organization. They can:

  • Invite new team members (all new members are assigned the Viewer role by default)
  • Remove existing members from the organization
  • Change a team member's role to Editor, Developer, or Viewer

Developer​

Developers have read-only access to your organization with additional capabilities for managing API integrations. Developers can:

  • View all flows and content
  • Start and view sessions
  • View session history, analytics, and session details
  • Manage API clients
  • Manage webhooks

Developers cannot:

  • Create, edit, or delete flows
  • Configure flow settings
  • Manage team members or roles

Viewer​

Viewers have read-only access to your organization to monitor activity and test flows built by editors. Viewers can:

  • View all flows and content
  • Start and view sessions
  • View session history, analytics, and session details

Viewers can not:

  • Modify flows or settings
  • Manage team members or roles

Permissions​

Quick reference of team role permissions:

ActionEditorDeveloperViewer
View flows and content✅✅✅
Start sessions✅✅✅
View session✅✅✅
View session history✅✅✅
View analytics✅✅✅
View session details✅✅✅
Create/edit/delete flows✅❌❌
Configure flow settings✅❌❌
Manage API clients✅✅❌
Manage webhooks✅✅❌
Add/remove team members✅❌❌
Assign roles✅❌❌