Docs · Account

Team, roles and sign-in

Who can do what, and how accounts are protected.

Roles

RoleCan
OwnerEverything, including billing and closing the workspace.
AdminInvite and remove members, connect systems, import, work cases, change the plan.
MemberImport and work cases. Cannot change billing, integrations or the team.

Sign-in

  • Passwords need eight characters with a letter, a number and a symbol. Changing one signs out every other device.
  • Continue with OneLifeVibe signs you in across OneLifeVibe sites. Accounts created that way can add a password after re-confirming with OneLifeVibe.
  • Sign out other devices from Settings at any time.

Agencies

Recovery firms can be given access to client workspaces and switch between them from the sidebar. Work done in a client workspace is recorded under the staff member's name.