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Invite Your Team

Team management lives at Settings → Users. Add anyone in your firm — partners, project managers, accounting, office managers.

How to invite​

  1. Go to Settings → Users.
  2. Click Invite user.
  3. Enter their email and pick a role.
  4. They receive an email with a link to join.

Invitations expire after 7 days. You can revoke pending invites or change roles at any time from the same screen.

Roles​

ProLens has three roles for internal team members:

  • Admin — full access. Can manage users, billing, connections, AI features, and every dashboard setting.
  • Member — dashboard access plus the ability to customize their own widget layout and submit Weekly Pulse entries. Cannot change firm-wide settings or billing.
  • Viewer — read-only dashboard access. No customization, no data submission, no settings.

You can change a role at any time. Removing a user revokes their access immediately but keeps their historical activity in the audit log.

Team users vs portal users​

ProLens has two separate user systems:

  • Team users — your internal staff, managed at Settings → Users (this page). They sign in to the dashboard.
  • Portal users — your clients, who get their own login to a branded portal showing their project status. Managed per-client in Client Portals.

They never see each other. A portal user can't access your dashboard, and a team user signing in goes straight to the dashboard, not a portal.