Team Setup
Add team members, assign roles, and manage access control.
adminTeam Setup
This guide covers how to invite team members, assign roles, and manage access for your Sporeline account. Team management is available to account Owners only.
Prerequisites
- You must have the Owner role to invite or remove members and to change roles.
- Your plan determines how many active members you can have. Check Settings > Billing if you need more seats.
Step 1: Open the Team Page
Navigate to Settings > Team. You will see a table of all current members with their email, role, status, and join date.
At the top of the page, Sporeline shows your seat usage: active members / seat limit. If you have reached your plan’s limit, the Invite Member button is disabled until you upgrade.
Step 2: Invite a New Member
- Click Invite Member in the top-right corner of the Team page.
- Enter the new member’s Email Address.
- Select a Role from the dropdown (see Role Reference below).
- Click Send Invite.
The invited person receives an email from Sporeline with a link to set up their account. Once they complete signup, they appear in your team table as active.
If the address you invite already has a Sporeline account with another farm, the invite is still sent like any other. When they open it, they are told that an account belongs to one farm, so they can’t accept it with that address; they can sign in to their existing account instead, or contact support to move it.
Accepting an invite while already signed in
If someone opens an invite link in a browser where another account is signed in, the invite page says who is signed in and that accepting makes a separate account for the invited address. When they accept, they are signed out of the other account and signed into the new one, and the page reloads. Nothing from the first account stays on screen. On a shared computer, the first person has to sign in again afterward. Accepting an invite never changes or removes the account that was signed in before.
Step 3: Assign the Right Role
Roles control what a member can see and do across the entire application.
| Role | What they can do |
|---|---|
| Viewer | Read-only access to all pages |
| Worker | Stage transitions and harvest recording |
| Manager | Operations and every setting — create batches, blocks, deliveries, customers; set lifecycle stages, lot tracking, products, stations, integrations and API keys |
| Owner | Everything a Manager can do, plus team management, billing and deleting the account |
Choosing a Role
- Workers are for floor staff who need to record transitions and harvests but should not be able to create or delete data.
- Managers are for supervisors and operations leads who handle scheduling, data entry, and reporting.
- Owners are for account administrators who need access to billing and access control. You can have more than one Owner.
- Viewers are useful for external stakeholders, investors, or auditors who need read access only. Viewers can see which roles your team members hold, but not their email addresses or when they last signed in.
Step 4: Change a Member’s Role
After a member joins, you can update their role at any time.
- In the Team table, find the member’s row.
- Click the role dropdown in their row and select the new role.
The change takes effect immediately on their next API request. There is no confirmation step — the dropdown saves automatically.
You cannot change your own role. To change the Owner’s role, another Owner must do it.
Step 5: Disable a Member (Without Removing Them)
If you need to temporarily suspend access — for example, when someone goes on leave — you can disable their account without permanently removing them.
- In the Team table, click the Active badge in the member’s status column.
- Their status changes to Disabled and they lose access immediately.
Click Disabled to re-enable them at any time. Disabled members do not count toward your active seat limit.
Removing a Member
To permanently remove a member from your team:
- Click the trash icon on the far right of their row.
- A confirmation modal appears. Click Remove Member to confirm.
Removal is immediate and permanent. The member loses all access and their record is removed from the team list. Any blocks, batches, or events they created remain intact in your data.
You cannot remove yourself.
Seat Limits by Plan
Your active seat count is shown at the top of the Team page. If you have reached your limit:
- The Invite Member button is disabled.
- A link to Upgrade for more seats appears next to the seat counter.
- Upgrading to a higher plan increases your seat limit immediately.
See Billing for plan details.