---
title: Team Members & Access Roles
description: Invite colleagues to your portfolio organization and understand initiator, reviewer, and submitter permissions
category: Getting Started
order: 3
---

# 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.

1. Open your organization dashboard.
2. Go to **Invite Members** (Manage Access).
3. Choose **Reviewer** or **Submitter**.
4. 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](mailto:info@codedd.ai) to transfer initiator ownership.

## Related guides

- [Setting Up a Portfolio Organization](/documentation/setting-up-a-portfolio-organization)
- [Common Questions — Account, Billing & Support](/documentation/common-questions-account-billing-support)