Roles and members | Prescient AI Docs

This page lists the two roles of a workspace, Admin and Viewer, what each role can do in Settings, and the values of the Members tab.

Roles

Role	What the role is for
Admin	Can do everything that a Viewer can do, and manages the workspace: the display currency, the members, the API keys, and the billing.
Viewer	Can use the product areas of the workspace and can see the Workspace tab and the Members tab without controls to change them.

Actions by role

The product has no text that explains the roles. This table lists what the interface shows to each role.

Action	Admin	Viewer
See the Workspace tab	Yes	Yes
Change the display currency	Yes	No
See the list of members	Yes	Yes
Invite a person or send an invitation again	Yes	No
Change the role of a person	Yes	No
Remove a person	Yes	No
See the API keys tab, create a key, and revoke a key	Yes	No
See the Billing tab and open the billing portal	Yes	No
See the banner about a subscription that is past due	Yes	No
Get the email about an interrupted connection or a failed payment	Yes	No

The table covers Settings and the emails. Some product areas also keep an action for an Admin. The pages of each product area state those rules. For Data Center, see Roles and permissions in Data Center. In Media Forecaster, an Admin can rename, delete, or retry a shared plan of a teammate. See Manage plans.

Columns of the Members table

Column	What it shows
Name	The name of the person. Your own row has (you) after the name.
Email	The email of the person.
Role	Admin or Viewer.
Status	Active, Pending, or Invited.
Actions	The menu of actions for the row. Only an Admin sees this column.

Menu item	What it does
Resend invite	Sends the invitation again.
Edit role	Opens the Edit role dialog. The item is not available on your own row.
Remove	Opens a confirmation, then removes the person from the workspace. The item is not available on your own row.

Member statuses

Status	What it means
Active	The person is a member of the workspace. The actions menu has Edit role and Remove.
Invited	The product sent an invitation and the person is not yet Active. The actions menu has Resend invite.
Pending	The person is not yet Active. The actions menu has Resend invite.

Rules for a change of members

Subject	Rule
Invitation fields	Each of the 4 fields is required: First name, Last name, Email, and Role.
Person who has a Prescient AI account	The product adds the person to the workspace and sends the email Your Prescient AI sign-in code. The person does not get the invitation email.
Access after an invitation	The product gives the person access when you send the invitation.
Your own row	You cannot change your own role, and you cannot remove yourself.
Last Admin	A workspace keeps 1 Admin or more. You cannot change the role of the last Admin or remove the last Admin.
Person who has not signed in	A row that is not Active has only Resend invite. You can change the role or remove the person after the person is Active.
Effect of a removal	The confirmation says that the person loses access to the workspace at the next sign-in, and that the account and the other workspaces of the person do not change.
Single sign-on	When single sign-on manages a workspace, the Members tab has no controls to invite a person, change a role, or remove a person. The tab says that membership and roles come from the identity provider.

Table limits

Subject	Value
Rows on a page	15.
Search	The search field finds a member by name or by email.

Messages

Message	What it means
First name is required.	Type the first name of the person.
Last name is required.	Type the last name of the person.
Email is required.	Type the email of the person.
Enter a valid email address.	The text in Email is not an email address. Correct it.
Select a role.	Select Admin or Viewer.
This domain uses single sign-on. Access is granted through the customer's identity provider, not by invitation.	The domain of the email uses single sign-on. Give the person access at the identity provider of that organization.
No outstanding invite for that email in this organization.	The product has no open invitation for the email. Send a new invitation with Invite member.
That person is already a member of this organization.	The person has access to the workspace. The product does not send an invitation.
You can't change your own role.	A different Admin must change your role.
You can't remove yourself from this organization.	A different Admin must remove you.
You don't have permission to manage this organization's members.	You are not an Admin of the workspace. Ask an Admin to make the change.
No members match your search	No name or email contains the text in the search field.

Two more messages say that a workspace must keep an Admin: one for a change of the role of the last Admin, and one for the removal of the last Admin. Each change is possible after a different person is an Admin.

If the list of members does not load, the tab says to refresh the page and, if the problem continues, to contact support.

Account and settings: the guides and the concepts of the product area.
Invite and manage members: the steps to invite a person, change a role, and remove a person.
Workspaces and organizations: what belongs to a workspace and what belongs to a person.
Single sign-on: what changes on the Members tab with single sign-on.