Team Collaboration
Invite colleagues to work together on data analysis with role-based access control.
Inviting Team Members
- Go to Account → Team in the main menu
- Click "Invite Member"
- Enter their email address
You can invite multiple people at once by separating emails with commas
- Select a role: Viewer, Editor, or Admin
- Click "Send Invitation"
Note: Invitees receive an email with a link to join your workspace. They'll need to create a DATIRA account if they don't have one.
Team Roles
Viewer
Best for stakeholders who need to see reports but not modify them.
Permissions:
- View all shared reports and dashboards
- Apply filters and interact with visualizations
- Export data to CSV/Excel (if allowed by owner)
- Cannot create, edit, or delete reports
- Cannot upload data sources
Editor
Best for team members who create and maintain reports.
Permissions:
- All Viewer permissions
- Create new reports and dashboards
- Edit reports they created or have been shared with
- Upload and manage data sources
- Clean and transform data
- Cannot delete other members' work
- Cannot manage team or billing
Admin
Full access to everything. Reserve for account owners and trusted managers.
Permissions:
- All Editor permissions
- Invite and remove team members
- Change member roles
- Delete any report, dashboard, or data source
- Manage billing and subscription
- Configure workspace settings
- Access audit logs (Business plan)
Sharing Specific Items
Beyond workspace-level access, you can share individual items with specific team members:
- Open the report or dashboard you want to share
- Click Share in the top-right
- Select Share with Team Member
- Choose team members or type email addresses
- Set permissions (View or Edit)
- Click Share
Private items: By default, items you create are visible only to you and Admins. Use item-level sharing to grant access to specific colleagues.
Organizing with Folders
Use folders to organize work and manage access at scale:
- Create folders for teams, projects, or departments
- Set folder permissions — members with access can view everything inside
- Nested folders inherit parent permissions (can be overridden)
- Move items into folders to change their visibility
Example structure:
📁 Marketing (shared with Marketing team)
📊 Campaign Reports
📊 Social Media Analytics
📁 Finance (shared with Finance team)
📊 Revenue Reports
📊 Budget Tracking
📁 Executive (shared with Admins only)
📊 Board Dashboards
Managing Your Team
Changing Roles
- Go to Account → Team
- Find the team member
- Click the role dropdown
- Select a new role
- Confirm the change
Removing Members
- Go to Account → Team
- Find the team member
- Click ⋯ → Remove from Team
- Choose what to do with their content:
- Transfer ownership to another member
- Delete their reports and data
- Confirm removal
Pending Invitations
Track invitation status in the Team page:
- Pending — Invitation sent, not yet accepted
- Accepted — User joined the team
- Expired — Invitation expired (7 days)
- You can resend or cancel pending invitations
Team Size Limits
| Plan | Team Members |
|---|---|
| Free | 2 (including owner) |
| Pro | 10 |
| Business | Unlimited |
Single Sign-On (SSO)
Business plan only: Connect DATIRA to your company's identity provider (Okta, Azure AD, Google Workspace, etc.) for seamless authentication.
Contact support@brightsea.ca to set up SSO for your organization.