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WISEPIM invite team member modal with role presets and Admin/Editor/Viewer access levels Invite colleagues to work on product data with you. Assign each person a role, fine-tune their access, and remove them when they no longer need it. You do it all from one page.
Teams are project-scoped. Each project has its own team, so you control exactly who can see and edit each catalog.

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Open team settings

WISEPIM team management with roles and permissions Select a project in the project switcher, then go to Settings > Team & Permissions. The page stays hidden until a project is selected.

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Invite a team member

Owners and Admins can add new people.
1

Open the invite modal

Click Invite Member in the top-right of the Team Members card.
2

Enter an email address

Type the email of the person you want to invite. They get an email with a link to join.
3

Choose a role

Pick Admin, Editor, or Viewer. Each option lists the permissions it includes, so you can choose with confidence.
4

Add a message (optional)

Write a short note so your colleague knows why you invited them.
5

Send the invitation

Click Send Invitation. The person appears under Pending Invitations until they accept.
You cannot invite someone as an Owner. Each project has exactly one Owner. To transfer ownership, contact support.

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Roles and permissions

Every member has a role that sets what they can do in the project. Pick the role that matches how much access the person needs.
Need something between the preset roles? Set up a Custom role with the exact permissions one member should have. Open the member’s row menu and select Edit Permissions.

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Fine-tune permissions

The permissions editor controls access in detail. You can set permissions for:
  • Product management: create, edit, delete, and bulk-edit products
  • Import and export: who can bring data in or send it out
  • Settings: who can change the project configuration
  • Team management: who can invite or remove members
  • Field-level access: which product attributes a member can edit
When you switch permissions on and off, WISEPIM checks whether they match a preset role and labels them for you. If they match no preset, the member gets the Custom role.

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Change a member’s role

1

Find the member

Open the member list on the Team & Permissions page.
2

Open the actions menu

Click the three-dot menu on the right of their row.
3

Edit permissions

Select Edit Permissions. Pick a preset role, or switch individual permissions on and off for a custom setup.
4

Save

Click Save. The change takes effect right away.

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Remove a team member

1

Open the actions menu

Click the three-dot menu on the member’s row.
2

Remove from project

Select Remove from Project.
3

Confirm

Confirm in the dialog. The member loses access at once, but their past edits to product data stay.
Removing a member is immediate and cannot be undone. To add them back later, send a new invitation.

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Manage pending invitations

A sent invitation appears under Pending Invitations, below the active member list. Each one shows when you sent it, the assigned role, and when it expires. Expired invitations are clearly marked.
Resend the email if the recipient never received it.
Cancel an invitation you no longer need.

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Best practices

Start with Viewer

When unsure, invite people as Viewers. You can raise their role later once you know what they need.

Use Custom roles

Give members exactly the access they need, and nothing more, with a Custom role.

Review access regularly

Check your team list now and then. Remove anyone who no longer needs access to keep your data safe.

Add context to invites

Use the message field so new members know why you added them and what to do.

Partner Dashboard

Give partners a focused view of the products they work on.

Agencies

Run multiple clients and brands from one WISEPIM account.

Security Settings

Manage passwords, sessions, and access security.