Team Management
Invite team members, assign roles, and manage permissions for your backup environment.
Roles and Permissions
BackupEngine uses a role-based access control system with four roles. Each role has a defined set of permissions that control what actions team members can perform in the Customer Portal.
- •Owner: Full control over the account, including billing, team management, and all backup operations. Only one owner per account. Can transfer ownership.
- •Admin: Can manage team members, configure backup policies, view all devices, and perform restores. Cannot modify billing or transfer ownership.
- •Operator: Can view all devices and backup status, run manual backups, and perform restores. Cannot manage team members or change account settings.
- •Viewer: Read-only access to the dashboard, device status, and backup history. Cannot initiate backups, restores, or change any settings.
ℹ Note
All team members must enable Multi-Factor Authentication (MFA) to access the portal. This requirement cannot be disabled and applies to all roles, including Viewers.
Inviting Team Members
Owners and Admins can invite new team members from the Team section of the Customer Portal.
- •Navigate to Settings → Team in the Customer Portal.
- •Click Invite Member.
- •Enter the team member's email address and select their role.
- •The invitee receives an email with a link to create their account or sign in.
- •Once they accept the invitation, they appear in the team list with their assigned role.
- •You can resend or revoke pending invitations at any time.
⚠ Warning
Each team member counts as a seat on your plan. Make sure your plan includes enough seats before inviting new members. Additional seats can be purchased from the Billing page.
Managing Team Members
From the Team settings page, you can change roles, remove members, and audit team activity.
- •Change role: Click the role badge next to any team member to assign a different role. Changes take effect immediately.
- •Remove member: Remove a team member to revoke their access. Their devices remain backed up and can be reassigned.
- •View activity: See a log of actions performed by each team member, including logins, backup runs, and configuration changes.
- •Transfer ownership: The current Owner can transfer ownership to an Admin. This action requires MFA confirmation.
Device Assignment
In team environments, devices can be assigned to specific team members. This controls which devices each member can see and manage based on their role.
- •By default, Owners and Admins can see all devices. Operators and Viewers see only their assigned devices.
- •Assign devices to team members from the Devices section of the portal.
- •A device can be assigned to multiple team members if shared visibility is needed.
- •Unassigned devices are visible only to Owners and Admins.
💡 Tip
For organizations with many devices, use the bulk assignment feature to assign multiple devices to a team member at once. You can filter by device name, OS, or status before assigning.