Invite Members
Once your organization exists (see Create Account), the Org Admin can invite teammates to join the workspace. Every invited member is assigned a Portal Role, which determines what they can see and do once they sign in.
Sending an Invitation
From Organization → Invite Members, click Send Access Invitation and fill in the form:
| Field | Required? | Notes |
|---|---|---|
| First Name | Required | |
| Last Name | Required | |
| Email Address | Required | The invitation and password-setup link are sent here. |
| Mobile Number | Required | Used for account recovery and notifications, same as the Org Admin's own signup. |
| Assign Portal Roles & Access Levels | Required | See role table below. |
Click Send Invitation once the form is complete. The invited person receives an email to set their password — the same flow described in Create Account and Sign-In & Login.
Portal Roles & Access Levels
DeX ships with four standard portal roles. For each role, the Org Admin chooses whether the member gets View access or Edit access.
| Role | Typical Responsibility | View Access | Edit Access |
|---|---|---|---|
| Architect | Reviews and refines generated specs (BRD/SRD/FSD), shapes technical architecture decisions. | Can read all specification documents. | Can edit specification documents and architecture inputs directly. |
| Developer | Works inside Phase 5 — Code, implementing and refining the generated codebase. | Can read code, tasks, and the development plan. | Can modify, create, and delete files in the Git workspace; can update task status. |
| QA | Runs and reviews test suites in Phase 6 — QA. | Can view QA verification lists and results. | Can run QA suites and mark checks as resolved. |
| DevOps | Manages build, deployment, and infrastructure settings. | Can view build logs and deployment status. | Can trigger builds, manage VM settings, and deploy to environments. |
🔐 View vs. Edit is set per person, per role — the Org Admin decides this at invitation time (or later, from Members). A member can be given View-only access to stay in the loop without being able to change anything, or Edit access if they're actively doing the work.
⚠️ Portal roles control workspace permissions (what a member can see and touch inside DeX). They are separate from Build Access, which is an organization-level gate the Org Admin grants per-project before Phases 4–7 (Build, Code, QA, Deploy) unlock — see Plan, Build & Code.
What Happens After You Send an Invitation
- The invited person receives an email with a link to set their password.
- Once they set a password, their account becomes active with the role and access level you assigned.
- They appear immediately in your Members list with a status of Invited until they complete setup, then Active.
- You can revisit and change their role or access level at any time from the Members list.
What's Next
➡️ Members — View and manage everyone currently in your organization.