Managing Your Team

CargoLint lets you work collaboratively by inviting team members to your organization. Different roles have different permissions, so you can control who can upload documents, review extractions, manage billing, and more.

Understanding roles

CargoLint has three roles, each with different permissions:

Permission	Owner	Admin	Member
Upload documents	✓	✓	✓
Review and correct extractions	✓	✓	✓
Manage team members (invite, remove, change roles)	✓	✓	—
Manage webhooks and integrations	✓	✓	—
Manage billing and plans	✓	—	—
View team settings	✓	✓	—
Impersonate team members (read-only)	✓	—	—

Owner

The owner has full access to the organization. This is typically the person who created the account or the primary business stakeholder. An organization has only one owner.

What owners can do:

• Upload and review documents
• Invite and remove team members
• Change team member roles
• Manage billing, upgrade/downgrade plans, and view invoices
• Configure webhooks and integrations (on paid plans with API access)
• Impersonate team members for troubleshooting
• View and manage all organization settings

Admin

Admins can manage team and configuration but cannot access billing.

What admins can do:

• Upload and review documents
• Invite and remove team members
• Change team member roles
• Manage webhooks and integrations (on paid plans with API access)
• View team and workspace settings
• Cannot view or change billing

Member

Members can only upload and review documents.

What members can do:

• Upload documents
• Review and correct extractions
• View their own activity
• Cannot manage team or billing

Inviting team members

To invite someone to your organization:

1. Go to Settings (gear icon in the top right).
2. Click Team Members.
3. Click Invite Member.
4. Enter the team member’s email address.
5. Select their role: Owner, Admin, or Member.
6. Click Send Invite.

We’ll send an invitation email to the address you provided. The invitation is valid for 7 days.

Accepting an invitation

When you receive an invitation email from CargoLint:

1. Click the Join Organization link in the email.
2. If you don’t have a CargoLint account yet, you’ll be prompted to sign up. Use the email address the invitation was sent to.
3. Create your password and verify your email.
4. You’ll be added to the organization automatically.

If you already have a CargoLint account, clicking the link will add the organization to your account.

Changing a team member’s role

Owners and admins can change any team member’s role at any time:

1. Go to Settings > Team Members.
2. Find the team member in the list.
3. Click the Role dropdown next to their name.
4. Select the new role: Owner, Admin, or Member.
5. Click Update.

The change takes effect immediately.

Removing a team member

To remove someone from your organization:

1. Go to Settings > Team Members.
2. Find the team member in the list.
3. Click the Remove button (trash icon) on the right.
4. Confirm you want to remove them.

Once removed, they can no longer access your organization’s documents or settings. They can re-join only if you send them a new invitation.

Impersonation (Owner only)

If you need to troubleshoot an issue or see what a team member is experiencing, you can impersonate them temporarily.

To impersonate a team member:

1. Go to Settings > Team Members.
2. Find the team member.
3. Click the Impersonate button.
4. You’ll be logged in as that team member (read-only mode).

Important: You can view their documents and activity but cannot make changes. All impersonation actions are logged in the audit trail with your owner account for security and compliance.

To exit impersonation:

Click the Exit Impersonation button that appears in the top banner, or click your owner account name to switch back.

Team size limits by plan

Different plans support different numbers of team members:

Plan	Team Members Included	Additional Members
Free	1	Not available
Pro	5	Available
Business	20	Available
Enterprise	20+	Custom pricing

If you need more team members than your plan includes, you can add additional seats in Settings > Billing.

Next steps

• Review permissions: Make sure each team member has the right role for their job.
• Enable 2FA: Recommend that team members enable two-factor authentication in Settings > Security.
• Set up webhooks: On paid plans with API access, configure webhooks in Settings > Integrations to automate your workflow.