Documentation
Team & Collaboration

Team Management

Learn how to invite team members, manage roles, and collaborate on testing projects.

Team Management

AegisRunner allows you to collaborate with team members on testing projects. Invite colleagues, assign roles, and work together to ensure comprehensive test coverage.

Team Member Limits by Plan

Plan Team Members
Free ($0/mo) 1 (just you)
Starter ($9/mo) 1
Pro ($29/mo) Up to 5
Business ($59/mo) Up to 15

Accessing Team Settings

Navigate to Settings → Team to manage your team members.

Viewing Team Members

The Team tab shows all current team members with:

  • Avatar/Initials - Visual identifier
  • Name - Team member's display name
  • Email - Their email address
  • Role - Their permission level
  • Status - Active or pending invitation
  • Actions - Edit role, remove member

Team Member Roles

Role Permissions
Owner
  • Full access to all features
  • Manage billing and subscription
  • Delete account/organization
  • Manage all team members
  • Cannot be removed (only transferred)
Admin
  • Full access to projects and tests
  • Invite and remove members
  • Manage project settings
  • View usage and audit logs
  • Cannot access billing
Member
  • Run crawls and tests
  • View results and reports
  • Create and edit test suites
  • Cannot manage team members
  • Cannot change project settings

Inviting Team Members

1
Go to Team Settings

Navigate to Settings → Team.

2
Click Invite Member

Click the Invite Member button.

3
Enter Email Address

Enter the email address of the person you want to invite.

4
Select Role

Choose whether they should be an Admin or Member.

5
Send Invitation

Click Send Invite. They'll receive an email with instructions.

Invitation Process

  1. Invitee receives email with invitation link
  2. They click the link to accept
  3. If they don't have an account, they create one
  4. They're added to your team with the assigned role
Pending Invitations: Invitations expire after 7 days. You can resend or cancel pending invitations from the Team tab.

Changing Member Roles

To change a team member's role:

  1. Find the member in the Team list
  2. Click the role dropdown next to their name
  3. Select the new role (Admin or Member)
  4. Confirm the change
Note: Only Owners and Admins can change member roles. You cannot change your own role.

Removing Team Members

To remove a team member:

  1. Find the member in the Team list
  2. Click the remove/delete icon
  3. Confirm the removal

When a member is removed:

  • They immediately lose access to all projects
  • Their past activity remains in audit logs
  • Any schedules they created continue to run
  • They can be re-invited later

Project-Level Permissions

In addition to organization-level roles, you can manage access at the project level:

  1. Go to Projects
  2. Click Manage on a project card
  3. Add or remove members from that specific project

This allows you to:

  • Give contractors access to specific projects only
  • Separate teams working on different products
  • Control who sees sensitive test data

Transferring Ownership

To transfer account ownership to another team member:

  1. Ensure the new owner is already an Admin
  2. Go to Settings → Team
  3. Click Transfer Ownership
  4. Select the new owner
  5. Confirm with your password
Important: Transferring ownership gives the new owner full control including billing access. Your role becomes Admin after transfer.

Team Activity

Monitor what your team is doing:

  • Dashboard - See recent activity across the team
  • Test Runs - Filter by team member
  • Audit Logs - View detailed action history (Pro+)

Best Practices

Team Management Tips:
  • Use the Member role for most team members
  • Limit Admin access to those who need it
  • Remove access promptly when team members leave
  • Use project-level permissions for contractors
  • Review team access regularly
  • Document role assignments for your organization

Related Documentation

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