Team Roles & Access Control

Access control is a security and operations problem

The wrong team member seeing the wrong data — salary information, client billing details, board-level financials — is a serious risk. At the same time, overly restrictive access forces people to ask colleagues for information they need to do their job, creating bottlenecks at the worst moments.

Proactiq's role-based access model is designed to solve both problems.

The four roles

• Owner — Full access including billing, workspace deletion, and all data. Exactly one per workspace. Cannot be changed except by the Owner themselves.
• Admin — Full access to all modules and settings. Can invite members, manage payroll, modify invoices. Reserve this for senior leadership and finance leads.
• Manager — Can manage their team's data across all modules but cannot change workspace settings or view billing information.
• Member — Standard access to assigned modules. Cannot change settings, cannot view other members' salaries or personal details, cannot invite new users.

Sending an invite

Go to Settings → Team → Invite member. Enter the email address, select a role, and click Send. Your colleague receives an email with a secure invite link. When they click it, they're prompted to set a password and are immediately placed in your workspace with the permissions you assigned.

Managing existing members

From the Team page you can:

• Change a member's role — Takes effect immediately on their next page load
• Suspend a member — They cannot log in but their data is preserved
• Remove a member — Permanently removes access. Their data (deals, tasks, etc.) remains in the system.

When an employee leaves your company, remove or suspend their access before they leave the building — not after.