Inviting team members
Invitations expire after 7 days. If the link expires, you can resend the invitation from the team management page.
Roles
| Role | Permissions |
|---|---|
| Admin | Full access to all features, settings, billing, and team management |
| Compliance Officer | Manage compliance frameworks, controls, policies, risk assessments, and evidence. No access to billing or team settings |
| Technician | Access to PSA features — tickets, time tracking, knowledge base, and reports. No access to compliance or settings |
| Read-Only | View-only access to all modules. Cannot create, edit, or delete any data |
A user can hold only one role at a time. To change someone’s role, go to Settings → Team Management, click on the user, and select a new role.
Compliance team designation
Mark specific team members as part of the compliance team to give them visibility in compliance workflows. Compliance team members appear as assignees for controls and risk assessments, and receive notifications for compliance-related events. This designation is separate from roles — a Technician can also be on the compliance team if they need to handle both responsibilities.Seat limits and billing
Each team member with an active account consumes one PSA seat. Your subscription plan includes a base number of seats, with additional seats available at a per-seat monthly cost. View your current seat usage in Settings → Billing. When you approach your seat limit, Regentra displays a warning on the team management page.Deactivating users
To remove a team member’s access:- Go to Settings → Team Management
- Click on the user you want to deactivate
- Click Deactivate