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Team members, roles & organization-wide access

Everything you need to set up your firm on InspectMind: who can invite team members, how corporate billing works, and how to give your whole organization access without inviting people one project at a time.

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Who can add team members to a project?

Three groups can invite people to a project:

  • 1. The project owner

    Whoever created the project has full control, including inviting editors and viewers and changing project visibility.

  • 2. Any organization admin in your org

    Org admins inherit management rights over every project in the organization. They don't need to be individually shared on a project to add team members or change access.

  • 3. Anyone with the Editor role

    If a team member has been shared on the project as an Editor, they can also invite more editors or viewers. Viewers, by contrast, can read findings but cannot invite anyone.

Want to skip per-project invites?

Set the project's visibility to Organization and every team member in your org gets Editor access automatically. See the section on org-wide visibility below.

Can we set up a corporate account with one card and many users?

Yes. This is the standard setup for firms running more than a couple of projects per month.

  • Centralized billing

    One payment method (card, ACH, or invoice / PO) for the whole organization. No per-user expense reports.

  • Unlimited team members

    Invite your entire firm at no per-seat cost. You pay for plan checks (per project), not for users.

  • Admin dashboard

    Org admins see usage across every project, manage users, and set per-project budgets in one place.

  • Invoice, PO & ACH

    Annual contracts, monthly invoicing, and procurement paperwork are available for org accounts.

How to set one up

  1. 01Email [email protected] with your firm name and the email domain you want associated with the org (for example, yourfirm.com).
  2. 02We create the organization, designate one or more org admins, and switch billing to a single payment method (card, ACH, or invoice).
  3. 03Org admins invite the rest of the team and set the default project visibility, typically Organization for firmwide rollouts.

The four roles

Permissions are role-based. Most firms only need to think about Org Admin for principals and Editor for everyone else.

  • Project owner

    Whoever created the project

    Can

    • Edit any finding
    • Invite editors and viewers
    • Change project visibility
    • Delete the project

    Cannot

    • Manage org-wide billing or users (unless also Org Admin)
  • Organization admin

    Designated by your org's owner, typically a managing principal or operations lead

    Can

    • Manage every project in the org
    • Add or remove team members anywhere
    • Set centralized billing and budgets
    • Make any team member an admin
  • Editor

    Anyone shared on a project as an Editor (or anyone in the org if visibility = Organization)

    Can

    • Edit findings, comments, and severity
    • Invite more editors or viewers
    • Re-run checks and download reports

    Cannot

    • Delete the project
    • Change billing
  • Viewer

    Anyone shared on a project as a Viewer

    Can

    • Read findings and reports
    • Download exports (PDF / Excel)

    Cannot

    • Edit anything
    • Invite or remove team members
    • Re-run checks

Organization-wide project visibility

Every project has a visibility setting. For firms rolling InspectMind out across the team, Organization is the recommended default.

Visibility: Private

Owner + invited members only

Only the project owner and people explicitly shared on the project can see it. Useful for sensitive bids or projects that shouldn't be visible firmwide.

Default for new projects.

Visibility: Organization · Recommended for firms

Everyone in the org gets Editor access

Any team member in your organization can open the project, run checks, and edit findings without being individually invited. Org admins can still see and manage every project.

Switch any project's visibility from the project settings page.

Related

Set up your team on InspectMind

Most firms start by running a check on a real project, then email us to switch billing to a corporate account and invite the team. Ready to set up a corporate account or have questions about roles?

Related checkers

Know the cost and the output before you upload.See pricingSee a sample report