Managing Members & Roles

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Member Roles

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Role Hierarchy

Owner (100)
  └── Admin (75)
        └── Member (50)

Billing (25) - Special role, isolated permissions

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Permission Matrix

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Inviting Members

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Step 1: Navigate to Members

1. Log in to the Developer Portal
2. Select your project
3. Click Members in the sidebar

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Step 2: Send Invitation

1. Click Invite Member
2. Enter the member’s email address
3. Select a role:
   • Owner (only owners can invite other owners)
   • Admin
   • Member
   • Billing
4. Click Send Invitation

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Step 3: Invitation Sent

• Project name
• Your name (as inviter)
• Invitation link
• Expiration date (7 days)

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Accepting Invitations

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Via Email Link

1. Click the invitation link in the email
2. Sign in or create a Swig account
3. Accept the invitation
4. You’re now a member of the project

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Via Dashboard

1. Go to dashboard.onswig.com
2. You’ll see pending invitations in your dashboard
3. Click Accept to join the project

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Managing Existing Members

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Viewing Members

• Member name and email
• Role (Owner, Admin, Member, Billing)
• Join date
• Available actions

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Changing Roles

1. Find the member in the list
2. Click the role dropdown or action menu
3. Select the new role
4. Confirm the change

• Only owners can assign the Owner role
• Admins cannot change roles of other owners
• You cannot demote yourself if you’re the last owner

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Removing Members

1. Find the member in the list
2. Click Remove or the delete icon
3. Confirm the removal

• The last owner cannot be removed
• Owners and admins can remove members
• Members cannot remove other members

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Special Actions

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Promoting to Owner

1. Find the member in the list
2. Click Promote to Owner (or select Owner from role dropdown)
3. Confirm the promotion

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Transferring Ownership

1. Go to project settings
2. Click Transfer Ownership
3. Select the new owner (must be an existing member)
4. Confirm the transfer

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Leaving an Project

1. Go to project settings
2. Click Leave Project
3. Confirm your departure

• The last owner cannot leave
• Transfer ownership first if you need to leave as the sole owner

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Seat Limits

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Reaching Seat Limit

• The Invite Member button is disabled
• A message indicates you’ve reached the limit
• You can upgrade your subscription for more seats

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Adding More Seats

1. Go to Billing in the sidebar
2. Click Upgrade or Add Seats
3. Select additional seats or upgrade tier
4. Complete the payment

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Pending Invitations

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Viewing Invitations

• Navigate to the Members page
• View the Pending Invitations section
• See email, role, and expiration date

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Managing Invitations

• Click Resend to send a new email
• This doesn’t change the expiration date

• Click Cancel to revoke the invitation
• The link will no longer work

• Click Delete to permanently remove
• Use for cleaning up old invitations

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Best Practices

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Role Assignment

• Owners: Key decision-makers, founders, CTOs
• Admins: Team leads, project managers
• Members: Developers, engineers
• Billing: Finance team, accountants

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Security

• Regularly audit member access
• Remove members who leave the team
• Use the minimum role necessary
• Enable 2FA for all owners and admins

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Project Structure

• One owner per project (clearer ownership)
• Multiple admins for redundancy
• Clear documentation of role responsibilities

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Troubleshooting

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Invitation Not Received

1. Check spam/junk folder
2. Verify the email address
3. Resend the invitation
4. Try a different email address

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Cannot Change Role

• You’re not an owner or admin
• You’re trying to modify an owner (as admin)
• You’re the last owner

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Cannot Remove Member

• The member is the last owner
• Your role lacks sufficient permissions

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Next Steps

• Set up subscriptions for your team
• Create API keys for team members
• Define policies for wallet access