India Audit Lens
Manage team members, roles, and permissions
Team Management controls who can enter the workspace. Roles and permissions control what they can see or change. Apply least privilege and document why elevated or exceptional access is required.
By India Audit Lens product team · Updated 2026-07-17
Invite a team member
You need the team.invite permission.
Navigate to Settings → People → Team. Click Invite Member. Enter the person’s Email and Full Name. Select a Role. Add an optional Personal Message that contains no client-sensitive data. If engagement assignments are available, add only the engagements and engagement roles the person needs. Review the email, role, and assignments. Send the invitation.
Expected result: Invitation sent appears and the invitation is listed under Invitations.
Invitation follow-up
Change a member’s role
You need the team.changerole permission.
Find the member under Team Members. Click Change Role. Select New Role. Enter the Reason. Review the access increase or reduction. Click Confirm Change.
Expected result: Role changed appears. The change is recorded in the permission audit history.
Role hierarchy shown in the product includes Firm Admin, Partner, Manager, Senior, and Staff-style responsibilities. Use your firm’s approved role policy; a title alone is not a reason to grant every permission.
Deactivate, reactivate, or unlock an account
Deactivate prevents the member from continuing to use the workspace. Review owned work and reassign it first. Reactivate restores an inactive member subject to their effective role/permissions. Unlock clears an account lock caused by failed access attempts; verify the person’s identity through an approved channel before doing so.
These actions require team.deactivate or the equivalent approved permission.
Review or add a user-specific override
Click Permissions for the member. Review Effective Permissions and distinguish role-derived permissions from overrides. Open Permission Overrides. Select the Permission. Choose the action to grant or revoke it. Enter a Reason and optional Expires At value. Save the override.
Prefer role-level configuration for consistent access. Use a user-specific override only for an exception that has an owner, reason, and appropriate expiry.
Change the role-permission matrix
You need the firm-edit permission.
Navigate to Settings → People → Roles & Permissions. Open Role-Permission Matrix. Review each resource and permission across the roles. Select or clear the required boxes. Changed cells are highlighted. Click Save changes. Open Change log and confirm the recorded result.
Use Reset before saving to discard all pending matrix changes. It does not roll back changes that were already saved.
Team Management page with member filters, invitation action, roles, and permission controls.