Member Invitations and Permission Assignment

Team Member Management and Project Sharing

With Ptengine, you can invite team members and clients and share project details. This enables efficient collaboration and information sharing.

Member Invitation

Click [Member Invitation] in the upper right of [Member Management], select the email address and permissions to assign, and send the invitation.

Permission Types

Ptengine provides the following 5 permission levels:

Creator Billing plan management

Member management

Project settings

Full access to Insights and Experiences

Administrator Project management

Member invitation

Includes Publisher permissions

Publisher Experience publishing

Includes Editor and Analyst permissions

Editor and Analyst Data configuration management

Creation and editing of Experiences (cannot publish)

Includes Viewer permissions

Viewer Viewing and analyzing various reports

Permission Details

For detailed feature access for each permission level, please refer to the table below:

💡 Each permission level includes all permissions of lower levels. For example, Publishers also have Editor and Analyst permissions.

📌 Creators have the highest level of permissions and can manage all aspects of the project. Viewers, on the other hand, are primarily limited to viewing and analyzing reports.

🔒 Proper permission settings enable access control based on team members' roles, improving security and project management efficiency.