Team & Workspace

Valtrics is built for teams. Your organization workspace is where all your products, metrics, and KPI trees live. This guide covers how to manage team members, roles, and workspace settings.

Organization Overview

Your organization is the top-level container for everything in Valtrics. All data — products, metrics, KPI trees, and team members — belongs to one organization. Data is never shared between organizations.

Inviting Team Members

To invite someone to your organization:

1. Navigate to Settings → Members in the sidebar
2. Click Invite Member
3. Enter the team member's email address
4. Select their role (Admin, Member, or Viewer)
5. Click Send Invitation

The invited user will receive an email with a link to join your organization. Invitations expire after 7 days. You can resend an invitation from the Members page if it expires.

Who to Invite

Consider inviting:

• Product Managers who own individual products
• Product leaders who need portfolio-level visibility
• Engineering leads who want to understand product KPIs
• Stakeholders who need read-only access to performance data

Roles and Permissions

Valtrics uses four organization-level roles:

Role	Products & KPIs	Members	Settings
Owner	Full access	Manage all	Full access
Admin	Full access	Invite & manage	Edit
Member	Create & edit	View only	View only
Viewer	View only	View only	View only

Owner

The organization creator is automatically the Owner. Owners have full control over everything, including billing, workspace deletion, and member management. There is one Owner per organization.

Admin

Admins can manage day-to-day operations: create and edit products, KPI trees, and metrics. They can also invite and manage team members. This is the right role for product leads who need to manage the workspace.

Member

Members can create and edit products, metrics, and KPI trees. They cannot manage other members or change workspace settings. This is the right role for individual Product Managers.

Viewer

Viewers have read-only access to all data. They can browse the portfolio, view KPI trees, and see metric values, but cannot make changes. This is the right role for stakeholders who need visibility without edit access.

Changing Roles

To change a member's role:

1. Go to Settings → Members
2. Find the member in the list
3. Click their current role badge
4. Select the new role
5. The change takes effect immediately

Managing Members

From the Settings → Members page, you can:

• View all members — See everyone in your organization with their roles and status
• Change roles — Upgrade or downgrade a member's access level
• Remove members — Remove someone from the organization (they lose all access immediately)
• Resend invitations — For pending invites that haven't been accepted
• Cancel invitations — Revoke a pending invitation

Product Access

By default, all members can see all products. For larger organizations, you can restrict access:

1. Go to Settings → Members
2. Click on a member
3. Under Product Access, toggle which products they can view and edit

This is useful when different teams manage different products and shouldn't see each other's data.

Workspace Settings

Configure your workspace under Settings:

Organization Name

Your company or team name, displayed in the sidebar and used in invitations.

Organization Profile

Basic information about your organization.

Security

Valtrics takes data security seriously:

• Row-Level Security — All data access is enforced at the database level. Even if a user were to bypass the UI, the database prevents unauthorized access.
• Organization isolation — Data is completely isolated between organizations. There is no way for one organization to access another's data.
• Session management — Sessions expire after periods of inactivity. Users must re-authenticate.
• Invitation-only access — Users cannot join an organization without an invitation from an existing Admin or Owner.

Best Practices

1. Use the Right Roles

Don't make everyone an Admin. Use the principle of least privilege:

• Individual PMs → Member
• Team leads → Admin
• Executives and stakeholders → Viewer

2. Clean Up Inactive Members

Periodically review your member list. Remove people who have left the team or organization to keep your workspace clean and secure.

3. Assign Product Owners

Every product should have an assigned owner. This creates accountability and makes it clear who's responsible for keeping product data current.

4. Onboard New Members

When adding new team members, point them to:

• The Quickstart Guide for a hands-on introduction
• The Key Concepts page for understanding the mental model
• The specific products they'll be working with

Frequently Asked Questions

Can I transfer ownership of the organization? Contact support to transfer ownership to another Admin.

What happens when I remove a member? They immediately lose access to the organization. Products they own will need a new owner assigned.

Can a user belong to multiple organizations? Currently, each account is associated with one organization.

Is there a limit on the number of team members? Member limits depend on your subscription plan. Check your plan details in Settings.

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