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Help / Users & permissions

Give each person the access their work requires.

Use workspace roles to separate administration, project control, engineering execution, inventory responsibilities and customer review.

Invite a workspace member

  1. Open workspace settings or the member-management area.
  2. Select Invite Member.
  3. Enter the user’s business email address.
  4. Select the role that matches the work they need to perform.
  5. Send the invitation. The recipient must accept it before the account becomes an active workspace member.
Valtoroq invite member screen
Invite users with an explicit workspace role.

Role guide

OwnerFull workspace ownership and administration.
AdminAdministrative access for workspace configuration and user management.
Project ManagerProject coordination, workflow oversight and project-level management.
EngineerTechnical execution, system work, testing and remediation according to permissions.
InventoryEquipment and asset management responsibilities.
CustomerRestricted customer-facing access for review or acceptance workflows where configured.
Valtoroq permissions screen
Permissions let administrators review who can view, change, approve or manage specific areas.

Security recommendations

  • Use individual accounts rather than shared credentials.
  • Enable two-factor authentication for privileged users.
  • Remove access when a person leaves the project or organization.
  • Use customer roles only for the customer-facing access they actually need.
Need help signing in?

Password reset and two-factor authentication are covered in the account security guide.

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