Guides

Manage your team & roles

Sift Health is multi-tenant: an organization owns sites, and members get a role that scopes what they can do. This keeps a consultant's clients, or a group's locations, cleanly separated.

Roles at a glance

RoleCan do
OwnerFull control, including billing, organization deletion, and transferring ownership. There is always at least one owner.
AdminManage sites, members, monitoring, and branding. Can do everything an owner can except billing and ownership transfer.
MemberRun scans and triage findings (acknowledge, resolve, comment, assign). Cannot manage members or billing.
Read-onlyView scores, reports, and findings. Ideal for a client stakeholder or an auditor you want to give visibility without edit rights.

Invite a teammate

In Settings → Members, send an invite by email and pick a role; the invitee accepts and joins your organization. You can change a member’s role or remove them at any time. Role changes take effect immediately.

Give clients read-only access

For consultants: instead of emailing PDFs back and forth, add a client contact as a read-only member scoped to their site. They see live scores and findings; you keep control of triage and configuration.