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Team Management

Hindsight Cloud supports team collaboration with role-based access control. Invite team members, manage roles, and control who can access your organization's resources.

Accessing Team Management​

  1. Log in to Hindsight Cloud
  2. Open the Organization menu in the top navigation bar and select Team Members

Roles and Permissions​

Hindsight uses three roles with different permission levels:

Owner​

Full control over the organization. Owners can:

  • Manage all organization settings
  • Invite and remove team members
  • Change member roles
  • Create and revoke API keys
  • Manage billing and payments
  • Delete the organization
note

Every organization must have at least one owner. You cannot remove the last owner.

Admin​

Manage day-to-day operations. Admins can:

  • Invite new team members
  • Remove team members (except owners)
  • Change user roles between admin and member
  • Create and revoke API keys
  • View billing information
  • Create and manage memory banks
  • Create and manage mental models
  • Perform manual consolidation
  • Update dispositions, missions, and directives

Admins cannot:

  • Promote users to owner
  • Delete the organization
  • Remove owners

Member​

Standard access for day-to-day usage. Members can:

  • View memory banks and data
  • Use the Retain, Recall, and Reflect operations via API keys (created by admins/owners)
  • View usage analytics
  • View team member list

Members cannot:

  • Create or manage memory banks
  • Create or manage mental models
  • Perform manual consolidation
  • Update dispositions, missions, or directives
  • Create or revoke API keys
  • Invite or remove team members
  • Modify organization settings
  • Access billing details

Team Members​

Viewing Team Members​

The Team page displays all current members:

ColumnDescription
UserEmail address and avatar
RoleOwner, Admin, or Member (with icon)
JoinedWhen they joined the organization
ActionsRole selector (owners only), Remove button

Your own row is marked with a "You" badge.

Changing a Member's Role​

Permissions Required

Only Owners can change member roles.

  1. Find the member in the list
  2. Click the Role dropdown
  3. Select the new role:
    • Member
    • Admin
  4. The change takes effect immediately

Removing a Team Member​

Permissions Required

Owners can remove anyone except other owners. Admins can remove members only. Members cannot remove anyone.

  1. Find the member in the list
  2. Click the Remove (trash) icon
  3. Confirm the removal
warning

Removed members immediately lose access to the organization. They can be re-invited later.

Inviting New Members​

Permissions Required

Only Owners and Admins can invite new members.

Sending an Invitation​

  1. Click Invite Member
  2. Enter the person's email address
  3. Select their Role:
    • Member - View-only access
    • Admin - Can manage members and API keys
  4. Click Send Invite

The invitee will receive an email with a link to join your organization.

Managing Pending Invitations​

Pending invitations appear in a separate section below the team member list. For each invitation, you can see:

  • Email address
  • Assigned role
  • Expiration date
  • Actions (Resend, Cancel)

Resending an Invitation​

If an invitation email wasn't received:

  1. Find the pending invitation
  2. Click Resend
  3. A new email will be sent

Canceling an Invitation​

To cancel a pending invitation:

  1. Find the pending invitation
  2. Click the Cancel (X) icon
  3. The invitation link will be invalidated

Best Practices​

Role Assignment​

  • Give minimum necessary permissions - Start with Member role and upgrade as needed
  • Limit owners - Have 2-3 owners for redundancy, but not too many
  • Use admins for day-to-day ops - Admins can manage most things without full owner access

Team Security​

  • Review team regularly - Remove members who no longer need access
  • Check pending invites - Cancel old invitations that weren't accepted
  • Audit role changes - Keep track of who has elevated permissions

Onboarding New Members​

  1. Send invitation with appropriate role
  2. Share relevant documentation
  3. Point them to the Getting Started guide
  4. Ensure they understand their permissions