Project Team in BrandWise — Roles, Invitations, and Access Control

Project Roles in BrandWise

Every project member has one of two roles: Admin or Member. The role determines what actions are available within the project.

The same user can hold different roles in different projects. For example, you might be an admin in your company's project and a regular member in a client's project.

Role Permissions Table

Capability	Admin	Member
Create and edit scenarios	Yes	Yes
Run brand evaluation scenarios	Yes	Yes
View reports with metrics and evidence quotes	Yes	Yes
Manage brands and personas	Yes	Yes
Continue a run after billing limit stop	Yes	Yes
Manage project members	Yes	No
Invite new members	Yes	No
Configure billing and spending limits	Yes	No

Key difference: the Admin manages the team and billing, while the Member works with the core functionality — scenarios, brands, personas, and reports.

Who Gets the Admin Role

The project creator automatically becomes an Admin.
An Admin can assign the Admin role to other members during invitation or change a member's role later.
A project can have multiple admins — this is the recommended practice to ensure continuous management.

How to Invite a Team Member

Only an Admin can invite new members.

Open the project and navigate to Project Users in the sidebar.
Click Invite User.
Enter the email of the person you're inviting.
Choose a role — Admin or Member.
Click Send Invitation.

The system sends an email invitation with a link to accept.

Invite member dialog — email field and role selection

What Happens After Sending an Invitation

The flow depends on whether the user already has a BrandWise account:

Situation	What Happens
User is already registered	Receives an email notification and instantly gains access to the project with the assigned role
User is not registered yet	Receives an email with an invitation link. Clicking the link verifies the email, prompts them to set a password, and the system automatically creates an account and assigns the role

In both cases, the invited member immediately sees the project in their project list.

Invitation Lifecycle

Each invitation goes through specific statuses:

Status	Description	Actions
Pending	Invitation sent, awaiting acceptance. Active until expiration	Admin can revoke
Accepted	User accepted the invitation, access granted	—
Expired	Invitation expired. The user didn't click the link in time	Admin can send a new one
Revoked	Admin revoked the invitation before it was accepted	Admin can send a new one

Each invitation has a limited validity period. If the user doesn't accept in time, the admin can send a new invitation to the same email.

The "Project Users" Page

The team management page has two tabs:

Members Tab

Members tab — project members with roles and actions

Shows all current project members:

Email of the member
Role — Admin or Member
Access granted — when the user was added to the project
Updated — when the role was last changed
Actions — change role or revoke access (admin only)

Important: the last remaining admin cannot be removed or downgraded to a member — a project cannot be left without management.

Invitations Tab

Invitations tab — pending, accepted, and expired invitations

Shows all invitations with their current statuses:

Email of the invitee
Role — assigned project role
Status — Pending, Accepted, Expired, or Revoked
Created — date the invitation was sent
Actions — cancel invitation (for pending items)

Admin Actions

A project admin can perform the following operations:

To promote a Member to Admin or vice versa, click the action menu next to the member and select the new role. The change takes effect immediately: the user instantly gains (or loses) access to the "Project Users" and "Project Billing" sections in the sidebar.

Revoking Access

To remove a member from the project, use the Revoke Access action in the menu next to their name. Once revoked, the user loses access to the project and all its data. The project disappears from their project list.

Cancelling an Invitation

If an invitation is still pending, it can be revoked. The invitation moves to the "Revoked" status and the email link becomes invalid. A new invitation can be sent if needed.

Authentication in BrandWise

BrandWise supports two sign-in methods:

Method	How It Works
Email + access code	Enter your email, receive a 6-digit one-time code, and use it to sign in. New emails get an account created automatically
Email + password	Standard sign-in for users who set a password (e.g., when accepting an invitation)

The access code method is the fastest way to get started. Registration and login are unified: just enter your email on the sign-in page and you'll receive a code. The code is one-time and has a limited validity period.

Team Organization Tips

Assign at least two admins — this ensures the project stays manageable even if one admin is unavailable.
Use the Member role for specialists who only work with scenarios and reports — analysts, marketers, SEO professionals.
Use the Admin role for project leads who need control over billing, limits, and team composition.
For agencies: create a separate project for each client and invite members only to the relevant projects — data between projects is fully isolated.

Creating and configuring a project — how to set up a project and configure basic settings
Your first project in 10 minutes — step-by-step guide from creation to your first report
What is BrandWise — platform overview, metrics, and key concepts

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