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Invite Team Member modal showing email, role selection, and permissions WISEPIM makes it easy to collaborate with your team on product data. You can invite colleagues to your project, assign them specific roles, fine-tune their permissions, and keep track of team activity — all from a single settings page.
Team management is project-scoped. Each project has its own team, so you can control exactly who has access to which product catalog.

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Accessing Team Settings

To manage your team, navigate to Settings > Team & Permissions. You need to have a project selected in the project switcher before this page becomes available.

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Roles and Permissions

Every team member is assigned a role that determines what they can do within the project. WISEPIM offers five role types:
RoleDescriptionKey Permissions
OwnerFull control over the project and teamEdit products, manage team, change settings, import, export, delete project
AdminCan manage the team and all settingsEdit products, manage team, change settings, import, export
EditorCan create and edit productsEdit products, import, export
ViewerRead-only accessView and export data
CustomIndividually configured permissionsGranular control over each permission
If none of the preset roles fit your needs, you can configure a Custom role with granular permissions for any team member. Click the menu on a member’s row and select “Edit Permissions” to fine-tune exactly what they can access.

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Inviting Team Members

1

Open the invite modal

Click the Invite Member button in the top-right corner of the Team Members card. This button is visible to Owners and Admins.
2

Enter the email address

Type the email address of the person you want to invite. They will receive an email with instructions to join your project.
3

Select a role

Choose a role for the new member. You can pick from Admin, Editor, or Viewer. Each option displays its included permissions so you can make an informed decision.
4

Add a personal message (optional)

Include a note to give your colleague context about why they are being invited.
5

Send the invitation

Click Send Invitation. The invitee will receive an email and appear in the Pending Invitations section until they accept.
You cannot invite someone as an Owner. There can only be one Owner per project. If you need to transfer ownership, contact support.

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Managing Pending Invitations

After you send an invitation, it appears in the Pending Invitations section below the active member list. From here you can:
  • Resend the invitation email if the recipient has not received it
  • Copy the invitation link to share it manually (for example, via Slack or another messaging tool)
  • Cancel the invitation if it is no longer needed
Each invitation shows when it was sent, the assigned role, and when it expires. Expired invitations are clearly marked so you can resend them if needed.

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Changing a Member’s Role

1

Find the member

Locate the team member in the member list on the Team & Permissions page.
2

Open the actions menu

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

Edit Permissions

Select Edit Permissions to open the permissions modal. Here you can either pick a preset role or toggle individual permissions for a custom configuration.
4

Save changes

Click Save to apply the new role. The change takes effect immediately.
When you adjust individual permissions, WISEPIM automatically detects if your configuration matches a preset role and labels it accordingly. If it does not match any preset, the member is assigned the Custom role.

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Granular Permissions

The permissions editor lets you control access at a fine-grained level. You can configure permissions across categories such as:
  • Product management — create, edit, delete, and bulk-edit products
  • Import and export — control who can bring data in or push it out
  • Settings — determine who can change project configuration
  • Team management — decide who can invite or remove members
  • Field-level access — restrict editing of specific product attributes

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Removing a Team Member

To remove a member from the project:
  1. Click the three-dot menu on their row
  2. Select Remove from Project
  3. Confirm the removal in the dialog that appears
The member immediately loses access to the project. Their previous edits to product data are preserved.
Removing a member is immediate and cannot be undone. You will need to send a new invitation if you want to add them back later.

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Best Practices

Start with Viewer

When in doubt, invite new members as Viewers. You can always upgrade their role later once you understand their needs.

Use Custom Roles

For team members who need a specific subset of permissions, use the Custom role to give them exactly what they need — nothing more.

Review Permissions Regularly

Periodically review your team list and remove members who no longer need access to keep your data secure.

Add Context to Invitations

Use the personal message field when inviting members so they understand why they have been added and what is expected.