Transcom Group Veritus

Team

Veritus accounts support multiple users with different roles. The first user (whoever signed up) is the owner; they can invite others.

Roles

ownerEverything. Plus: transfer ownership, delete the account. Each customer has exactly one owner.
adminManage forms, API keys, rules, team (invite/remove/role-change), company settings. Can change own password but not own email.
memberRead-only on the dashboard and feed. Can change own profile and password. Cannot manage forms, keys, rules, or other users.

Inviting a teammate

  • Open Team
  • Enter their email and pick a role
  • They get an invitation email with a unique link
  • They click, choose a password, and join — their email is pre-verified by the invitation
  • Invites expire after 7 days. Cancel one from the Pending invites table if you sent it by mistake

Changing a role

Owner/admin can promote a member to admin or demote an admin to member. The owner role is special: it can only be transferred (see below), never assigned via the role buttons.

Removing a member

Removes them from the team and kills any active sessions immediately. Their historical actions remain in the audit log. The owner can't be removed — only transferred.

Transferring ownership

Owner-only action, in the bottom card of the team page. Pick a teammate → Transfer ownership. They become the new owner; you become an admin. The change is immediate and atomic (single transaction).

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