> ## Documentation Index
> Fetch the complete documentation index at: https://canopy.wnstn.space/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing Team Members and Permissions in Cano Analytics

> Invite teammates to your Cano workspace, assign roles that match their responsibilities, manage ownership, and configure SSO for your organization.

Collaborating effectively means making sure everyone on your team has exactly the access they need — no more, no less. Cano Analytics uses role-based permissions so you can invite analysts, editors, and administrators with confidence that each person can only see and change what their role allows.

<Note>
  The number of team members you can invite depends on your plan. Free workspaces support up to **3 members**, Starter up to **10**, and Pro and Enterprise plans support **unlimited** members. See the [Billing page](/docs/settings/billing) for a full plan comparison.
</Note>

***

## Roles and Permissions

Each role grants a specific level of access across four areas of Cano Analytics.

| Role        | Dashboard Access | Data Source Access | Billing Access | Admin Settings |
| ----------- | ---------------- | ------------------ | -------------- | -------------- |
| **Viewer**  | View only        | None               | None           | None           |
| **Analyst** | View + Create    | View only          | None           | None           |
| **Editor**  | Full edit        | View + Connect     | None           | None           |
| **Admin**   | Full edit        | Full access        | View           | Full access    |
| **Owner**   | Full edit        | Full access        | Full access    | Full access    |

* **Viewer** — Can browse and view dashboards but cannot create, edit, or export anything.
* **Analyst** — Can view all dashboards and create new ones, but cannot modify data source connections.
* **Editor** — Can create and edit dashboards and connect new data sources, but has no access to billing or workspace settings.
* **Admin** — Has full operational access including workspace settings. Can view but not modify billing details.
* **Owner** — Has unrestricted access to all features, including billing management and workspace deletion. Each workspace has exactly one Owner.

***

## Inviting a Team Member

<Steps>
  <Step title="Open Team settings">
    Navigate to **Settings → Team** in your workspace.
  </Step>

  <Step title="Click Invite Member">
    Click the **Invite Member** button in the top-right corner of the team list.
  </Step>

  <Step title="Enter their email address">
    Type the email address of the person you want to invite. They must use this address to accept the invitation.
  </Step>

  <Step title="Choose a role">
    Select the appropriate role from the dropdown. Refer to the permissions table above if you are unsure which role fits their responsibilities.
  </Step>

  <Step title="Send the invitation">
    Click **Send Invite**. The invitee receives an email with a link to join your workspace. The invitation expires after **72 hours** — you can resend it from the pending invites list if needed.
  </Step>
</Steps>

***

## Removing a Team Member

<Steps>
  <Step title="Open Team settings">
    Go to **Settings → Team**.
  </Step>

  <Step title="Find the member">
    Locate the member in the list. You can search by name or email address.
  </Step>

  <Step title="Remove them">
    Click the **···** menu next to their name and select **Remove Member**. Confirm the action in the dialog that appears.
  </Step>
</Steps>

Removing a member revokes their access immediately. Any dashboards or data sources they created remain in the workspace and are not deleted.

***

## Transferring Ownership

Each workspace has a single Owner. Transferring ownership moves all Owner-level privileges — including billing management and workspace deletion — to another member.

<Steps>
  <Step title="Open Team settings">
    Navigate to **Settings → Team**.
  </Step>

  <Step title="Find the new owner">
    Locate the member you want to promote to Owner. They must already be a member of the workspace.
  </Step>

  <Step title="Initiate the transfer">
    Click the **···** menu next to their name and select **Transfer Ownership**.
  </Step>

  <Step title="Confirm the transfer">
    Type your workspace name to confirm the action and click **Transfer Ownership**. You will be automatically downgraded to the **Admin** role.
  </Step>
</Steps>

<Warning>
  Ownership transfer is immediate. Once confirmed, the new Owner has full control of the workspace including billing and deletion. Make sure you are transferring to the correct person before confirming.
</Warning>

***

## Single Sign-On (SSO)

SAML-based Single Sign-On is available on **Enterprise plans**, allowing your team to authenticate with Cano Analytics through your existing identity provider (Okta, Azure AD, Google Workspace, and others).

With SSO enabled:

* Team members log in through your identity provider — no separate Cano Analytics password is required.
* You can enforce SSO so that password-based login is disabled for your domain.
* Member provisioning and deprovisioning can be automated via SCIM.

To set up SSO for your organization, [contact the Cano Analytics sales team](mailto:sales@canoanalytics.io). They will guide you through the SAML configuration and domain verification process.

***

## Related Pages

<CardGroup cols={2}>
  <Card title="Workspace Settings" icon="gear" href="/docs/settings/workspace-settings">
    Configure your workspace name, timezone, API keys, and data retention.
  </Card>

  <Card title="Billing" icon="credit-card" href="/docs/settings/billing">
    Review plan limits, upgrade your subscription, and manage seats.
  </Card>
</CardGroup>