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Oviond lets you invite colleagues to your account so you can build and manage reports together. Each team member gets their own login and is assigned a role that controls what they can see and do inside your workspace. To manage team members, go to Account Settings and select the Team Members tab.
The number of team members you can invite depends on your plan. If you’ve reached your seat limit, you’ll need to upgrade before you can add more. See Plans and billing for details.

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Invite a team member

1

Open the Team Members tab

Go to Account Settings and click Team Members.
2

Click Invite team member

Click the Invite team member button (or Add member) in the top-right corner.
3

Enter their email address

Type the email address of the person you want to invite.
4

Assign a role

Select the role that best fits their responsibilities. See Team member roles below for a breakdown of each role.
5

Send the invitation

Click Send invitation. The invitee receives an email with a link to accept the invitation and set up their login. The invitation link expires after a set period — if they don’t accept in time, you can resend it from the team member list.
Invited members appear in your team list with a Pending status until they accept the invitation and complete their account setup.

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Team member roles

Oviond provides distinct roles to give you control over what each person can access and modify.
RoleDescription
AdminFull access to the account. Can manage team members, billing, account settings, white-label configuration, and all clients and reports.
ManagerCan create and manage clients, reports, and integrations. Cannot access billing or account-level settings.
EditorCan edit reports and dashboards for clients they’re assigned to. Cannot create or delete clients or manage integrations.
ViewerRead-only access. Can view reports and dashboards but cannot make any changes.
The account owner always retains full admin access and cannot be removed by other team members.

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Edit a team member’s role

You can change a team member’s role at any time. Changes take effect immediately.
1

Open the Team Members tab

Go to Account Settings and click Team Members.
2

Locate the team member

Find the team member in the list.
3

Edit their role

Click the Edit icon (or the three-dot menu) next to their name and select Edit role.
4

Select a new role

Choose the updated role from the dropdown.
5

Save the change

Click Save. The team member’s permissions update immediately — they will see the new access level the next time they perform an action or refresh their session.

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Resend an invitation

If a pending team member hasn’t accepted their invitation, you can resend it.
1

Find the pending team member

In the Team Members tab, look for members with a Pending status.
2

Resend the invitation

Click the three-dot menu next to their name and select Resend invitation. A new invitation email is sent to their address.

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Remove a team member

Removing a team member revokes their access to your Oviond workspace immediately. Their login is deactivated and they will not be able to access any reports, clients, or settings.
1

Open the Team Members tab

Go to Account Settings and click Team Members.
2

Locate the team member

Find the person you want to remove.
3

Select Remove

Click the three-dot menu next to their name and select Remove member.
4

Confirm removal

Confirm the action in the dialog that appears. The team member is removed immediately and their seat becomes available for a new invite.
Removing a team member does not delete any reports or clients they created. All content they built remains in your workspace.