Team Members & Access Roles
Invite colleagues to your portfolio organization and understand initiator, reviewer, and submitter permissions
Team Members & Access Roles
Portfolio organizations support shared access for investment teams, advisors, and portfolio company engineers. Each member gets one of three roles.
Organization roles
| Role in the UI | Who gets it | What they can do |
|---|---|---|
| Initiator | Organization creator (owner) | Full access to dashboards, audits, and settings. Only initiators can invite or remove members and create organization audits. |
| Reviewer | Colleagues invited as Reviewer | Full access to organization audits, repositories, and portfolio reports. Cannot invite or remove members. |
| Submitter | Colleagues invited as Submitter | Can connect repositories and submit them for audit. No access to portfolio dashboard analytics or executive summaries. |
CodeDD administrators retain full access across organizations for support.
Inviting members
Only an initiator can invite people.
- Open your organization dashboard.
- Go to Invite Members (Manage Access).
- Choose Reviewer or Submitter.
- Enter up to 10 email addresses per batch and send.
Existing users receive a link to the organization dashboard. New users get a registration link; their role applies after signup.
Pending invitations show as pending until registration completes.
Removing members
Only initiators can remove members. Initiators cannot be removed through the UI. Removed users lose organization access immediately.
Role comparison
| Capability | Initiator | Reviewer | Submitter |
|---|---|---|---|
| View portfolio dashboards & reports | Yes | Yes | No |
| View individual audit findings | Yes | Yes | No |
| Submit / import repositories | Yes | Yes | Yes |
| Invite or remove members | Yes | No | No |
| Create organization audits | Yes | No | No |
Audit-level roles
Organization roles are separate from audit invitation roles (inviter, invitee, auditor) used when a specific audit is shared directly. For group audits, initiators act on the auditor side; reviewers and submitters typically participate on the invitee side for repository submission.
Need help?
Use Reviewer for colleagues who need to read reports. Use Submitter for external engineers who should only upload code. Contact CodeDD support to transfer initiator ownership.