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Team & Seats

Understand user roles, invite team members, purchase seat add-ons, and control access across your organization.

5 min read·Last updated: Dec 2024

Seat Limits by Plan

Each plan includes a base seat allowance. Additional seats can be purchased in Settings → Team for $15/seat/month.

PlanIncluded SeatsExtra Seat Add-on
Lite2$15/seat/mo
Essential5$15/seat/mo
Growth30$15/seat/mo
EnterpriseUnlimitedIncluded

User Roles

OpsScaleIQ uses role-based access control (RBAC). Each user is assigned one of four roles:

Owner

Full access to all settings, billing, team management, and data. One owner per organization.

  • Manage billing & plans
  • Invite/remove members
  • Access all locations
  • Configure RBAC
  • Delete organization
Manager

Can manage specific locations, respond to reviews, and view analytics. Cannot access billing.

  • Manage assigned locations
  • Post & edit responses
  • View analytics & OpsScore™
  • Configure location settings
  • Access playbooks
Regional

Read-only access across a region of locations. Useful for regional directors who need visibility without edit rights.

  • View all reviews across region
  • View analytics & benchmarks
  • Export compliance reports
  • Read-only playbook access
Auditor

Read-only access used for compliance reviews and external auditors. Cannot post responses or modify any data.

  • View all reviews (read-only)
  • Download compliance PDFs
  • View audit logs
  • No data modification

Inviting Team Members

1

Go to Settings → Team

In your OpsScaleIQ dashboard, open Settings and click the Team tab.

2

Click "Invite Member"

Enter their email address, select a role, and optionally assign specific locations.

3

Send the invite

An email invitation is sent via Clerk. The link expires in 7 days.

4

Member accepts

Once they accept and create their account, they appear in your team list and consume one seat.

Buying Seat Add-Ons

When your team reaches the seat limit for your plan, you'll see a prompt to purchase additional seats. You can buy 1 to 50 extra seats at a time.

Prorated billing

Seat add-ons are charged immediately at $15/seat/month, prorated to your current billing cycle. The charge is added to your Stripe subscription as a separate line item.

1

Go to Settings → Team

When at seat limit, a "Buy Seats" button appears next to the seat count.

2

Choose quantity

Select how many extra seats you need (1–50). The total monthly cost is previewed.

3

Confirm purchase

Click "Purchase Seats". Stripe processes payment immediately and seats are available instantly.

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