Manage users and roles
The User Management tab is where admins add people to Playwise HQ, decide what each person can do, and keep the team list tidy. This guide covers inviting users, changing roles, handling pending invitations, and removing people.
What you’ll do
Section titled “What you’ll do”- Open the User Management tab in Settings.
- Invite new people and set each one’s role.
- Resend or cancel invitations that haven’t been accepted.
- Change existing members’ roles and remove people who’ve left.
You need the Admin role for all of this. Nothing you change here affects your bill directly — seats are managed separately in billing.
Before you start
Section titled “Before you start”- You need the Admin role. Editors and viewers don’t see this tab.
- New for roles? Read Roles and permissions first — it explains what admin, editor, and viewer can each do.
Open User Management
Section titled “Open User Management”From the dashboard, open Settings, then click User Management in the sidebar. You’ll see three cards: Invite Team Members, Pending Invitations, and Team Members.
Invite people
Section titled “Invite people”In the Invite Team Members card, type an email address, pick a role from the dropdown (Admin, Editor, or Viewer), and click Send Invites. Use Add Another Invite to send several at once, and the trash icon to drop a row.
For the full invite walkthrough — including what the invitee receives — see Invite users to your Playwise HQ account.
Manage pending invitations
Section titled “Manage pending invitations”The Pending Invitations card lists everyone who’s been invited but hasn’t joined yet, with their role and when the invite expires.
- Resend — click the send (arrow) icon to email the invitation again.
- Cancel — click the ✕ icon, then confirm in the dialog by clicking Cancel Invitation. The person can no longer accept.
An invitation that has passed its expiry shows an Expired badge; resending it issues a fresh link.
Change a role or remove a member
Section titled “Change a role or remove a member”The Team Members card lists everyone with access. Use the role dropdown next to a person to switch them between Admin, Editor, and Viewer.
- Promoting someone to Admin shows a Grant Admin Access confirmation, because admins can manage billing, remove users, and delete the account. Click Confirm to proceed.
- Removing someone — click the trash icon, then Remove. They lose access immediately. Your subscription seats aren’t reduced automatically; adjust those from billing if you no longer need them.
Two members can’t be edited from here: the Owner (shown with an Owner badge) and yourself. A member shown as Locked is over your plan’s user limit — upgrade to restore their access, or remove them.
Assign a user to a team
Section titled “Assign a user to a team”If your account uses Teams (an Enterprise capability), each member and pending invitation gets a team picker in this tab. Use it to choose which teams a person belongs to, or mark editors and viewers as Global so they can see every battlecard. Admins are always Global. See Manage teams for the full picture.
Good to know
Section titled “Good to know”- Roles take effect immediately — there’s no separate save step.
- Removing a member doesn’t delete the intel they contributed; battlecards and insights stay with the account.
- Can’t invite anyone new? You may be at your plan’s seat limit. See Seats and usage limits.