Team Management
Invite team members, assign roles, and scope access by site.
Roles and Permissions
Backup Engine uses role-based access control with four account-level roles. Each role carries a defined permission set covering backups, restores, devices, settings, billing, and team management.
- •Owner: the account holder. Full control, including billing changes, team management, and device lifecycle actions (archive, trash, permanent delete).
- •Admin: full operational access — manage sites, team, schedules, restores, and view billing. Cannot change billing or perform destructive device actions.
- •Operator: runs backups and restores, manages schedules, views devices and settings. No team or billing management.
- •Viewer: read-only access to dashboards, devices, backup history, schedules, and billing summaries.
ℹ Note
Device lifecycle actions (archive, trash, permanent delete) and backup-set deletion are reserved for the account owner — and your provider’s support staff — by design, regardless of role.
Inviting Team Members
Owners and members with team-management permission can invite from the Team page.
- •Go to Team in the Customer Portal and click Invite team member.
- •Enter the person’s email, an optional name, and pick their role.
- •New users receive an email with a set-your-password link; once set, they sign in to the portal immediately.
- •If the person already has a Backup Engine login, their existing account is linked and they get a "you’ve been added" email instead.
- •The member appears in your team list right away with their assigned role.
💡 Tip
Invite emails come from Backup Engine — if one does not arrive, have the member check spam, or they can use "Forgot password" on the portal sign-in page with their invited email address.
Site-Scoped Access
In multi-site accounts you can additionally scope a member to specific sites, with a per-site role (site admin, site operator, or site viewer).
- •Open Sites → pick a site → Members to assign team members to that site.
- •Site-scoped members see only their assigned sites’ devices and activity.
- •Account-wide Admins and the Owner always see all sites.
Managing Members
- •Change role: edit a member’s account role from the Team page; permissions update from the role template immediately.
- •Remove member: revokes their access to your account. Their sign-in identity is not deleted — devices and backups are unaffected.
- •Report emails: team members can be included in backup-report and consolidated-report delivery — see Reports & Notifications.