This guide covers how to invite team members, manage roles, and handle permissions in your Swig organization.
Member Roles
Swig uses role-based access control with four distinct roles:
| Role | Access Level | Description |
|---|
| Owner | Full | Complete control including billing, members, and ownership transfer |
| Admin | High | Can manage members and most settings (except other owners) |
| Member | Standard | Access to project resources (API keys, policies, paymasters) |
| Billing | Limited | View and manage billing only |
Role Hierarchy
Owner (100)
└── Admin (75)
└── Member (50)
Billing (25) - Special role, isolated permissions
Permission Matrix
| Action | Owner | Admin | Member | Billing |
|---|
| View dashboard | ✓ | ✓ | ✓ | ✓ |
| Manage API keys | ✓ | ✓ | ✓ | ✗ |
| Manage policies | ✓ | ✓ | ✓ | ✗ |
| Manage paymasters | ✓ | ✓ | ✓ | ✗ |
| Invite members | ✓ | ✓ | ✗ | ✗ |
| Remove members | ✓ | ✓ | ✗ | ✗ |
| Change roles | ✓ | ✓* | ✗ | ✗ |
| Access billing | ✓ | ✓ | ✗ | ✓ |
| Delete organization | ✓ | ✗ | ✗ | ✗ |
| Transfer ownership | ✓ | ✗ | ✗ | ✗ |
Inviting Members
Step 1: Navigate to Members
- Log in to the Developer Portal
- Select your organization
- Click Members in the sidebar
Step 2: Send Invitation
- Click Invite Member
- Enter the member’s email address
- Select a role:
- Owner (only owners can invite other owners)
- Admin
- Member
- Billing
- Click Send Invitation
Step 3: Invitation Sent
The invitee receives an email with:
- Organization name
- Your name (as inviter)
- Invitation link
- Expiration date (7 days)
Invitations expire after 7 days. You can resend them if they expire.
Accepting Invitations
Via Email Link
- Click the invitation link in the email
- Sign in or create a Swig account
- Accept the invitation
- You’re now a member of the organization
Via Dashboard
If you’re already logged in:
- Go to dashboard.onswig.com
- You’ll see pending invitations in your dashboard
- Click Accept to join the organization
Managing Existing Members
Viewing Members
The Members page shows:
- Member name and email
- Role (Owner, Admin, Member, Billing)
- Join date
- Available actions
Changing Roles
- Find the member in the list
- Click the role dropdown or action menu
- Select the new role
- Confirm the change
Restrictions:
- Only owners can assign the Owner role
- Admins cannot change roles of other owners
- You cannot demote yourself if you’re the last owner
Removing Members
- Find the member in the list
- Click Remove or the delete icon
- Confirm the removal
Restrictions:
- The last owner cannot be removed
- Owners and admins can remove members
- Members cannot remove other members
Special Actions
Only owners can promote members to the Owner role:
- Find the member in the list
- Click Promote to Owner (or select Owner from role dropdown)
- Confirm the promotion
Transferring Ownership
Transfer the primary owner designation:
- Go to organization settings
- Click Transfer Ownership
- Select the new owner (must be an existing member)
- Confirm the transfer
Transferring ownership changes the ownerId of the organization. The previous owner retains Owner role but is no longer the primary owner.
Leaving an Organization
To remove yourself from an organization:
- Go to organization settings
- Click Leave Organization
- Confirm your departure
Restrictions:
- The last owner cannot leave
- Transfer ownership first if you need to leave as the sole owner
Seat Limits
Team seats are limited based on your subscription tier:
| Tier | Seat Limit |
|---|
| FREE | 1 |
| PRO | Limited (varies) |
| ULTRA | Limited (varies) |
| ENTERPRISE | Unlimited |
Reaching Seat Limit
When at your seat limit:
- The Invite Member button is disabled
- A message indicates you’ve reached the limit
- You can upgrade your subscription for more seats
Adding More Seats
- Go to Billing in the sidebar
- Click Upgrade or Add Seats
- Select additional seats or upgrade tier
- Complete the payment
Pending Invitations
Viewing Invitations
Owners and admins can see all pending invitations:
- Navigate to the Members page
- View the Pending Invitations section
- See email, role, and expiration date
Managing Invitations
Resend Invitation:
- Click Resend to send a new email
- This doesn’t change the expiration date
Cancel Invitation:
- Click Cancel to revoke the invitation
- The link will no longer work
Delete Invitation:
- Click Delete to permanently remove
- Use for cleaning up old invitations
Best Practices
Role Assignment
- Owners: Key decision-makers, founders, CTOs
- Admins: Team leads, project managers
- Members: Developers, engineers
- Billing: Finance team, accountants
Security
- Regularly audit member access
- Remove members who leave the team
- Use the minimum role necessary
- Enable 2FA for all owners and admins
Organization Structure
For larger teams, consider:
- One owner per organization (clearer ownership)
- Multiple admins for redundancy
- Clear documentation of role responsibilities
Troubleshooting
Invitation Not Received
- Check spam/junk folder
- Verify the email address
- Resend the invitation
- Try a different email address
Cannot Change Role
Possible causes:
- You’re not an owner or admin
- You’re trying to modify an owner (as admin)
- You’re the last owner
Cannot Remove Member
Possible causes:
- The member is the last owner
- You don’t have sufficient permissions
Next Steps
