Team & Roles

Team management and role permissions

Dashly uses a three-tier role system designed to give teams meaningful access control without the complexity of enterprise permission matrices. Every member of a workspace has exactly one role, and roles are assigned at the workspace level - not per-project.

The three roles

Inviting team members

How to send an invitation

1. Navigate to Dashboard → Team
2. Click Invite Member
3. Enter the email address of the person you want to invite
4. Optionally enter their full name - this personalises the email (“Hi Sarah, you've been invited...”)
5. Select their role: DASHMASTER, DASHKEEPER, or OBSERVER
6. Click Send Invitation

Dashly sends an email with a secure, time-limited invitation link. The link is valid for 7 days.

Managing pending invitations

Pending invitations appear on the Team page with a status badge. You can:

• Resend - extends the invitation expiry by 7 days and re-sends the email. Use this if the invitation expired or was missed.
• Revoke - cancels the invitation before it is accepted. The link in the email becomes invalid immediately.

What happens when they accept

The invitee clicks the link and either creates a Dashly account (new users) or signs in (existing users). New users are directed to a profile completion step where they confirm their name and add a job title. Once complete, they land in your workspace with the assigned role.

Changing member roles

DASHMASTERs can change the role of any other team member without removing and re-inviting them. Go to Settings → Team - each member row shows a role selector. Choose a new role from the dropdown and the change takes effect immediately.

Role change constraints

• You cannot change your own role - a second DASHMASTER must do it.
• You cannot demote the only DASHMASTER - promote another member first.
• You cannot promote to DASHMASTER if two already exist in the workspace.

Multi-workspace

A single Dashly account can belong to multiple workspaces simultaneously. Each workspace is completely isolated - projects, tools, and data in Workspace A are not visible from Workspace B, even if you are a member of both.

Switching workspaces

The workspace switcher appears in the top of the sidebar. Click it to see all workspaces you belong to and switch between them. Switching triggers a page refresh to ensure complete data isolation.

Creating a new workspace

Any Dashly user can create a new workspace at any time. You become the first DASHMASTER of the new workspace. Creating a workspace does not affect your membership in any other workspaces.

Leaving a workspace

Go to Settings → Workspace and click Leave Workspace. You will need to confirm. Leaving is permanent - you will need a new invitation to rejoin. DASHMASTERs cannot leave a workspace if they are the only DASHMASTER; they must promote another member first.

Permissions summary table