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Users and roles

For: administrators

Goal: the right people in your account, with the right roles — and nobody you've offboarded still active.

The Users view (admin-only) lists everyone in the account. Remember: unlimited users on every plan — there is never a per-seat cost, so err on the side of adding more users.

Users view The Users view — account role, approval roles, and status per user.

The two account roles

Member Admin
View all projects, documents, transmittals ✅ ✅
Upload, edit drafts, approve (per approval roles), issue, resend ✅ ✅
Withdraw documents, delete draft transmittals, manage contacts ✅ ✅
Create projects ✅ ✅
Delete projects — ✅
Account settings, users, billing — ✅

Members can do all the day-to-day document control work; admins additionally govern the account. Teams are assumed small and trusted.

Approval roles

Independently of account role, each user holds a set of approval roles (drafter / designer / manager) controlling which sign-offs they can give. New users start with all three; trim per user to match your QA process — e.g. only senior engineers keep manager.

Invite a user

  1. In the Users view, select Invite and enter their name, email, and account role.
  2. They receive an email invitation. They sign up with that email address and join your workspace automatically, with the role you chose.
  3. Until then they appear under Pending invites — re-invite the same address to resend the email, or Revoke to cancel it.

If the address already has an Fluvial login, Fluvial tells you so.

Change roles or disable a user

  • Account role and approval roles are edited per user, in-app, and take effect immediately.
  • Disable a user who leaves the firm: they can no longer sign in or act, but their name remains on every historical record — approvals and issues they made stay attributed forever.