The accounts you need
| Account | Role | What it checks |
|---|---|---|
| Owner | Created the workspace | Billing, deleting the workspace and handing over ownership |
| Admin | Invited as an admin | Managing people and settings, but not ownership |
| Editor | Invited as an editor | Creating and changing content, nothing about people or billing |
| Viewer | Invited as read-only | Can look but not change anything, including through direct links |
| Removed | A member who was then removed | Loses access at once, including in browsers already signed in |
| Pending | Invited, never accepted | Can’t get in until accepting, and the invite expires when it should |
| Other customer | An admin in a second workspace | Can’t see or reach the first workspace’s data at all |
Set them up
- Create one address per role: choose Add account, set How many, label the batch “Roles” and tick Generate persona.
- Sign up as the owner and invite the others by email from your app, each with its role.
- Accept each invite from its row: the invite email shows an Accept invite button. Set a password and save it on the address.
- Tag each address with its role and note anything unusual, such as “Editor in workspace A only”.
What to check
- What each role sees: only the menus, pages and buttons it should.
- Hidden isn’t blocked: signed in as the viewer, open an editor’s page directly by its link and try to save a change. Your app should refuse it, not just hide the button.
- Role changes take effect straight away, with an email if your app sends one.
- Removed users and expired invites can’t get back in, even with an old link.
- Other customers: the second workspace’s admin can’t reach the first one’s data by changing an id in a link.
The emails to check
Invites, invite reminders, “your role changed”, “you were removed” and ownership transfer. Invite links usually work once: Proxy Mail QA never opens links itself, so the link still works when you click it.
Built your app with Base44? Its guide covers roles in Base44 apps. Use these accounts only on apps you build or are allowed to test, in development, staging or QA.