People and roles
See who has access and how people join your organization.
Open Settings → People → Members to see who belongs to your organization. Owners and admins can change roles or remove members.
Roles
| Role | What they can do |
|---|---|
| Viewer | Read shared work; no market-data access |
| Member | Create work and share within their allowed teams |
| Admin | Manage people, teams, sharing requests, connections, and billing |
| Owner | Admin access plus organization ownership controls |
Viewers do not consume a seat. Someone who needs market data must be at least a member. Custom roles are not available.
Add someone
Free or Paid: An owner or admin can open Settings → People → Invites, choose Invite member, enter the person's email address, and choose a role. The person must accept using that same email address. Pending invitations can be revoked.
Enterprise: The Kimpton account team provisions people with your firm administrator. The administrator shares a private password-setting link with each new person. Do not look for an Invites tab; it is not shown for Enterprise. See Getting started with your firm.
Remove someone
An owner or admin can open a person in Members and remove them. Their access ends. Review ownership of work they created before removal. For group access within Enterprise, see Teams.