> ## Documentation Index
> Fetch the complete documentation index at: https://university.triggr-app.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Team and permissions

> Invite your team to Studio, choose each person's role, group your approvers, and remove people safely.

Your team signs in to Studio and Triggr Core with one account; members, roles and user groups are shared by both apps.

<Frame caption="Your team and permissions: invitations, roles, a group of approvers, and removing someone safely (1:29).">
  <video controls preload="none" playsInline className="w-full aspect-video rounded-xl" poster="/images/videos/studio-team.jpg" src="https://mintcdn.com/triggr/GxrCQFDFNLmEMyJ1/images/videos/studio-team.mp4?fit=max&auto=format&n=GxrCQFDFNLmEMyJ1&q=85&s=fe2d27e54ef556e856ea52dd30e971fc" data-path="images/videos/studio-team.mp4" />
</Frame>

## Invite your team

<Steps>
  <Step title="Open Members">
    Click your organisation's name at the top right, then **Manage > Members**.

    <Frame>
      <img src="https://mintcdn.com/triggr/_d7ojda9vf8IHE31/images/studio/clients/members.png?fit=max&auto=format&n=_d7ojda9vf8IHE31&q=85&s=07484857cd30caff3cae293a95ac4aaf" alt="The Organization dialog's Members tab with Members 4, Invitations 1 and Requests 0 tabs, a Search box, an Invite button, and rows for Alex Morgan as Admin, Sam Taylor as Approver, and Priya Shah and Chris Lee as Member." width="1760" height="900" data-path="images/studio/clients/members.png" />
    </Frame>
  </Step>

  <Step title="Send invitations">
    Click **Invite**, enter email addresses separated by spaces or commas, choose the Role and click **Send invitations**.

    <Frame>
      <img src="https://mintcdn.com/triggr/_d7ojda9vf8IHE31/images/studio/clients/invite-members.png?fit=max&auto=format&n=_d7ojda9vf8IHE31&q=85&s=dc2d04a5033d013ce756e205bc5b8741" alt="The Invite new members form with jordan.blake@yourmsp.com entered, the Role list open on Approver, Admin and Member, and Cancel and Send invitations buttons." width="1240" height="690" data-path="images/studio/clients/invite-members.png" />
    </Frame>
  </Step>

  <Step title="Let them accept">
    Each person follows the emailed link, then signs in at [app.triggr-app.com](https://app.triggr-app.com).
  </Step>
</Steps>

To change someone's role later, pick it from the Role list on their row.

## Roles

Studio has three roles. You can't add your own or change what a role includes.

| Role | Can see | Can change |
| - | - | - |
| Admin | Everything | Everything, including Integrations, Settings, members and roles |
| Approver | Clients, Forms and submissions, Workflows and runs, Internal Apps, On-Prem and Reporting | Approvals and manual steps |
| Member | Internal Apps and the Dashboard | Approvals and manual steps |

Whatever their role, anyone can answer an approval sent to their email address or to a [user group](#group-your-approvers) they're in, and complete tasks on Manual Steps.

<Tip>
  Admin for the people who build, Approver for engineers who follow requests and runs, Member for people who only use your internal apps and approve.
</Tip>

## Group your approvers

A user group lets anyone in it answer an approval, so requests don't wait for one person. Find them in **Settings > User Groups**.

<Steps>
  <Step title="Create a group">
    Click **New Group**, enter the Name and Description, and click **Create Group**.

    <Frame>
      <img src="https://mintcdn.com/triggr/_d7ojda9vf8IHE31/images/studio/clients/new-user-group.png?fit=max&auto=format&n=_d7ojda9vf8IHE31&q=85&s=512b56f48b045f708ad85eea6708f4df" width="512" alt="The Create New User Group dialog with Name Service Desk and Description First-line engineers who approve new starter and leaver requests, and Cancel and Create Group buttons." data-path="images/studio/clients/new-user-group.png" />
    </Frame>
  </Step>

  <Step title="Add people">
    Click Members on the group's row, then **Add Member**, point to a person and click **Add**. The dialog closes after each one, so click Add Member again for the next.

    <Frame>
      <img src="https://mintcdn.com/triggr/_d7ojda9vf8IHE31/images/studio/clients/user-group-add-member.png?fit=max&auto=format&n=_d7ojda9vf8IHE31&q=85&s=d4e2610c35b2eafac1e5f9a814dc631b" width="448" alt="The Add Member dialog with a Search users box and Chris Lee, Jordan Blake and Morgan Reid listed, with an Add button showing on Chris Lee's row." data-path="images/studio/clients/user-group-add-member.png" />
    </Frame>

    <Frame>
      <img src="https://mintcdn.com/triggr/_d7ojda9vf8IHE31/images/studio/clients/user-group-members.png?fit=max&auto=format&n=_d7ojda9vf8IHE31&q=85&s=6d58aab00f12a0bc2947e3dfe351bc7d" alt="The Service Desk group page with Refresh, Edit and Delete buttons, a Group Information card showing 3 members, and a Members card listing Alex Morgan, Sam Taylor and Priya Shah, each with Remove, and an Add Member button." width="2320" height="1468" data-path="images/studio/clients/user-group-members.png" />
    </Frame>
  </Step>

  <Step title="Send approvals to it">
    In a workflow, set a Human In The Loop or Approval With Logging step's **Approval Type** to Group and choose the User Group.

    <Frame>
      <img src="https://mintcdn.com/triggr/_d7ojda9vf8IHE31/images/studio/clients/group-approval-step.png?fit=max&auto=format&n=_d7ojda9vf8IHE31&q=85&s=7d43ca94fc88ec783be55368284ce12a" width="384" alt="The Human In The Loop step panel with Approval Type Group, User Group Service Desk, a Subject and Body built from ctx.params templates, and Response Type Approval." data-path="images/studio/clients/group-approval-step.png" />
    </Frame>
  </Step>
</Steps>

Group approvals don't send an email: members find them on Approvals, and the first answer counts. See [Approvals and manual steps](/studio/workflows/approvals-and-manual-steps).

## Remove someone

<Steps>
  <Step title="Take them out of your user groups">
    Open each group in **Settings > User Groups** and click **Remove** on their row. Do this first: removing someone from the organisation leaves them in every group, listed as Unknown.
  </Step>

  <Step title="Remove them from the organisation">
    On Members, click … on their row, then **Remove member**. They lose access to Studio and Triggr Core at once.

    <Frame>
      <img src="https://mintcdn.com/triggr/_d7ojda9vf8IHE31/images/studio/clients/remove-member.png?fit=max&auto=format&n=_d7ojda9vf8IHE31&q=85&s=99a5a31441539673d0e20a2df30e65d0" width="608" alt="The Members table with the actions menu open on Chris Lee's row, showing Remove member." data-path="images/studio/clients/remove-member.png" />
    </Frame>
  </Step>

  <Step title="Revoke their MCP tokens">
    Removing someone doesn't stop their tokens. Go to **Settings > MCP**, click **Revoke** on each one, then **Revoke Token**; the list doesn't show owners, so name tokens after the person who uses them.

    <Frame>
      <img src="https://mintcdn.com/triggr/_d7ojda9vf8IHE31/images/studio/clients/mcp-tokens-revoke.png?fit=max&auto=format&n=_d7ojda9vf8IHE31&q=85&s=af80f7baf32756e19ca4e5885c915b5c" alt="The MCP Access Tokens page listing Priya Shah – Claude Code and Chris Lee – Cursor as Active with Revoke buttons, and Sam Taylor – Codex as Revoked." width="2310" height="670" data-path="images/studio/clients/mcp-tokens-revoke.png" />
    </Frame>
  </Step>

  <Step title="Tidy up">
    Revoke any API Keys they knew (keys belong to the organisation, not a person).
  </Step>
</Steps>

## Partner Access

When a portal provider that partners with Triggr asks to embed your forms, the request appears in Settings > Partner Access (admins only). Click **Approve** or **Deny**: approving lets the partner show your Microsoft-authenticated forms in its own portal and sign your clients' users in, for every client you manage. Revoke on an Active row stops that at once.

<Frame>
  <img src="https://mintcdn.com/triggr/_d7ojda9vf8IHE31/images/studio/clients/partner-access.png?fit=max&auto=format&n=_d7ojda9vf8IHE31&q=85&s=4f9606f383ec35576acbe5eff86fe89a" alt="The Partner Access page explaining that approved partners can embed your Microsoft-authenticated forms in their own portals, with a table showing Example Portal Co as Active, requested Sep 5, 2026 and approved Sep 16, 2026, with a Revoke button." width="2310" height="510" data-path="images/studio/clients/partner-access.png" />
</Frame>

## FAQ

<AccordionGroup>
  <Accordion title="A teammate can't see Clients, Forms, Workflows, Integrations or Settings">
    Member sees only Internal Apps and the Dashboard; Approver adds Clients, Forms and Workflows; Integrations, Settings and the New buttons need Admin.
  </Accordion>

  <Accordion title="A group member can't find an approval">
    Group approvals don't email anyone. Check they're in the group the step names, then look on Approvals.
  </Accordion>

  <Accordion title="I denied or revoked a partner by mistake">
    A denied or revoked request stays revoked, even if the partner asks again. Contact Triggr support.
  </Accordion>
</AccordionGroup>


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