Teams and Delegated Access

CheckView allows organizations to add team members with tailored permission levels, ensuring effective collaboration while maintaining control over sensitive settings.

Each organization in CheckView can include multiple team members, who are granted access to the organization’s settings, websites, test flows, and test results based on their assigned role. The number of team members an organization can have depends on its subscription plan.

Roles and Permissions

• Admin
  • Access Level: Full access to all aspects of the organization.
  • Capabilities:
    • Manage billing and subscription plans.
    • Configure organization-wide settings.
    • Add, edit, and delete websites and test flows.
    • Manage all test results and flows.
    • Invite new team members or promote/demote existing ones.
  • Ideal For: Organization owners or team leads who need full control.

• Collaborator
  • Access Level: Restricted to specific websites and test flows, with no access to organization settings or billing.
  • Capabilities:
    • Modify, run, and delete test flows for websites they have access to.
    • Review test results and adjust test configurations.
    • Cannot access organization-wide settings or manage other team members.
  • Customizable Access:
    • By default, collaborators are granted access to all websites in the organization. To restrict access, uncheck Allow access to all websites during the invite process and select specific websites for them to manage.
  • Ideal For: Developers, marketers, and other specialists who need limited access.

Cross-Organization Access

A single user account can be associated with multiple organizations. Users can switch between organizations they belong to by clicking on the Switch Organization menu in the top-right corner of the dashboard. This is useful for agencies or consultants working across multiple clients. Label your organizations clearly (e.g., by client name) to make switching easy.

Inviting Team Members

1. Navigate to the Team section in Organization Settings.
2. Click Add team member.
3. Choose the appropriate role (Admin or Collaborator) and configure their access settings.
4. Enter the email address of the person you want to invite.
   • If they don’t already have a CheckView account, an email invite will prompt them to register and join.
   • If they already have an account, they’ll receive an email invite to accept when logged in.
5. Click Add Team Member.

When to Use Notifications Instead

If you only need someone to receive email notifications about test results (e.g., when a test passes or fails), you don’t need to add them as a team member. Instead:

1. Go to the Notifications section in either the test flow settings or organization-level settings.
2. Add their email address to the notification list.

This is ideal for stakeholders like clients or non-technical team members who only need updates without having dashboard access