Team, roles, and inviting people

Invite teammates, set admin vs member roles, and restrict who can join

Triad has two roles — admin and member — and admins manage the team from Settings → Team.

Inviting a teammate

On Settings → Team, click Invite team member. Enter the person's email, choose their role (Member by default, or Admin), and optionally link them to an existing internal contact (or create one). Triad emails them a workspace invite code (XXXX-XXXX) that's valid for seven days. They accept it to join your workspace.

You can Resend an invite (which issues a fresh code and extends the expiry) or Revoke a pending one. Active members can be removed — though you can't remove yourself.

What admins can do that members can't

Members have full access to the partner-intelligence features but not to administrative settings. Only admins can:

• Manage the team (invite, remove, revoke, change roles)
• Edit organization settings
• Configure opportunity stage mappings
• Request data exports and run data imports
• Manage billing

Members navigating to an admin-only settings page are redirected to their profile rather than shown the page.

Restricting who can join

Under Allowed email domains on the Team page, admins can list the domains permitted to sign in or be invited (e.g. acme.com). Leave it empty to allow any domain. With domains set, inviting an outside address returns "Only [domains] email addresses can be invited to this organization."

Common gotchas

There are two different "admin" concepts in Triad. The admin role described here governs your organization. There's also a separate Triad-staff admin area for platform operations that org admins never see — don't confuse the two.

Removing a member is permanent and admin-only. You can't remove your own membership; ask another admin if you need to be removed.

FAQ

How do I make someone an admin?

Set their role to Admin when inviting them. (Role is chosen in the invite modal.)

Why can't a teammate see Settings → Team or Import?

Those are admin-only. Members see only Profile and Notifications in settings; everything else is hidden from them.

Can I limit signups to my company domain?

Yes — add your domain(s) under Allowed email domains on the Team page. Only those domains can then be invited or sign in.