Your team is your workspace in Limitlytics. All data -- contacts, offers, dashboards, expenses, and submissions -- lives within your team. This guide covers how to manage your team members, roles, and access.
What is a team?
A team is an isolated workspace with:
- Its own contacts, offers, dashboards, expenses, and report data
- An owner (the person who created the team)
- A currency setting (USD, EUR, or GBP)
- Members with assigned roles
Data never crosses between teams. If you belong to multiple teams, you can switch between them from the user menu.
Roles
Limitlytics has two roles:
| Role | Access level |
|---|---|
| Admin | Full access to everything: contacts (all), dashboards, offers, expenses, data fields, forms, submissions, settings |
| Regular user | Limited access: can fill in their daily report form and work with contacts they create or are assigned to |
Key difference: Regular users can use reporting and contact workflows, but dashboards, offers, expenses, and settings remain admin-only.
Inviting team members
To add someone to your team:
- Navigate to your team settings
- Click Invite member
- Enter their email address
- They'll receive an invitation email with a link to join
Once they accept, they appear as a team member and can be assigned contacts, report form fields, and expenses.
User limits by plan
Your subscription plan determines how many active users you can have:
| Plan | Active user limit |
|---|---|
| Silver | 1 user |
| Gold | 3 users |
| Platinum | Unlimited |
If you've reached your limit, you'll need to upgrade to add more team members. See Plans & Pricing.
Deactivating a user
If a team member leaves or no longer needs access, you can deactivate them:
- Deactivation removes their report form field assignments
- Deactivation removes their role-based access
- Deactivation prevents them from logging in
- Their existing data (submissions, audit trail entries, contacts they created) is preserved
Important: Deactivation cannot be undone. Use it only when you're sure the person should no longer have access.
Deleting a user
Deleting a user is only possible if they have no submissions. If they have any submission history, deactivation is your only option. This preserves data integrity -- you don't lose historical reporting data.
Active vs. inactive users
Throughout the app, inactive users are treated differently:
- They appear greyed out in lists (forms, expenses, etc.)
- They cannot be assigned new contacts or form fields
- Their historical data remains intact and visible
- They do not count against your plan's user limit
Switching teams
If you belong to multiple teams:
- Click your name/avatar in the top-right corner
- Select the team you want to switch to
- The app reloads with that team's data
Each team is completely independent -- switching teams is like logging into a different workspace.