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Manage Users and Roles

User management lives at Settings → Users. The roster shows every team member in your firm plus any pending invitations.

The three roles​

  • Admin — full access. Manages users, billing, connections, AI settings, every dashboard. Use sparingly.
  • Member — dashboard access, customizable layout, Weekly Pulse participation. Cannot change firm-wide settings.
  • Viewer — read-only dashboard. No customization, no data submission.

Invite a user​

Click Invite user, enter their email, pick the role, click Send invite. They get an email from ProLens with a sign-in link.

Change a role​

Use the role dropdown next to any active member. Change is immediate; the user's next page load reflects the new permissions. The audit log captures who changed whose role and when.

Remove a user​

Click Remove on any active member. Their session ends on their next request. Their historical activity (audit log entries, Weekly Pulse submissions, widget feedback) is kept.

Revoke a pending invitation​

If you invited someone by mistake, click Revoke on the pending row. The link in the email stops working immediately.

Team users vs portal users​

This page manages your internal team. Your clients manage their own logins from the portal (see Share Portal Access).