Inviting teammates
Owners and admins invite people from Settings, Members and roles. Choose Invite members, enter one or more email addresses, and pick a role. Each person gets an email with a link to join.
Pending invitations are free. When a teammate accepts, a paid role (Product manager, Release manager, or Org admin) uses a paid seat, and a Stakeholder is a free contributor. The invite dialog marks which is which. See Billing and AI allowance.
Roles
Each member has a role that sets what they can do in each area of Sygnyfy:
| Role | Customers and needs | Products | Releases |
|---|---|---|---|
| Org admin | Admin | Admin | Admin |
| Product manager | Manager | Manager | User |
| Release manager | User | User | Manager |
| Stakeholder | User | User | User |
- User: view everything in the area, and edit records they own. In Customers and needs, users can also log conversations and analyze their own.
- Manager: create and edit any record, and run actions such as analysis and AI assist.
- Admin: manager rights, plus delete.
You can also give someone a custom combination instead of a role.
Organization roles
Separately, every member is an owner, admin, or member of the organization:
- Owner: manages billing and can delete the organization. The person who creates the organization is its owner.
- Admin: manages members and settings.
- Member: uses Sygnyfy according to their role.
Removing someone
Owners and admins can remove a member from Settings, Members and roles. Their records stay. If they used a paid seat, you're credited for the rest of the month on monthly billing; on annual billing the seat drops off at renewal.