Question 1

What are the four roles, and who can do what?

Accepted Answer

Owner has total control of the account and is the only role that can transfer ownership. Admin can do everything an owner can except transfer ownership — same access to billing, members, integrations, projects, and tests. Member can create, edit, and run tests and manage variants and goals, but can't invite people, change account settings, or touch integrations. Viewer is read-only — they can see results and configurations but can't make any changes.

Question 2

How many owners can an account have?

Accepted Answer

Exactly one, always. The model enforces this — promoting someone to owner is blocked unless you've first stepped down (or transferred ownership atomically). The account also can't end up without an owner, so you can't demote yourself out of the role unless someone else takes it.

Question 3

How do invitations work?

Accepted Answer

From the Members page, an owner or admin enters a teammate's email and picks a role. Otter A/B sends them an invitation link. They click the link, sign in (or sign up) with the email it was sent to, and accept. The membership flips from pending to active at that point. Invitations don't expire by default — though we may add a configurable expiry in the future.

Question 4

Why is the invite email locked to the address I sent it to?

Accepted Answer

Security. If we let anyone with the link accept, a forwarded invitation could be claimed by someone other than the intended teammate. The recipient has to sign in (or sign up) with the same email the invite was addressed to before they can accept.

Question 5

What happens if the person I invite already has an Otter A/B account?

Accepted Answer

They sign in with their existing credentials and accept the invitation. If they already had a membership on your account at a different role, Otter A/B reconciles the two by giving them the higher of the two roles — except for owner, which stays singular (we promote to admin in that edge case instead of creating a second owner).

Question 6

Can I change someone's role after they've joined?

Accepted Answer

Yes. From the Members page, click their row and pick a new role. Any owner or admin can change anyone's role, with two exceptions: you can't promote someone to owner without first transferring ownership, and you can't demote the current owner — you'd leave the account without one.

Question 7

How do I remove someone from the account?

Accepted Answer

From the Members page, click the trash icon next to their row. Removal is immediate — their access ends at that moment, the membership row is deleted, and they no longer see the account in their sidebar. Tests, comments, and history they created stay on the account; we don't cascade-delete their work.

Question 8

Can a viewer at least see results to give feedback?

Accepted Answer

Yes — that's exactly what the viewer role is for. They see every test, project, and result page in read-only mode and can use comments to react. They can't change anything: no edit, no start/pause, no create, no settings. Useful for stakeholders, advisors, or junior analysts who shouldn't be making changes yet.

Question 9

Who can invite people?

Accepted Answer

Owner and admin only. Members and viewers don't see the invite UI. If a member needs to bring someone in, an owner or admin sends the invite for them.

Question 10

Who can manage billing?

Accepted Answer

Owners and admins. Both can change plans, switch billing intervals, update the payment method, and view invoices via the Stripe customer portal. Members and viewers can't see the billing tab. If you want only one person handling money, limit admin grants to that teammate.

Question 11

What if I need to transfer ownership?

Accepted Answer

On the Members page, change your own role and the new owner's role in a single transaction. The system enforces the one-owner-at-a-time invariant: you can either promote someone first and step down second, or do it as a paired update. Until ownership transfers, you remain the billing contact.

Question 12

Can I belong to more than one account?

Accepted Answer

Yes. The same email can be a member of multiple Otter A/B accounts at different roles — owner of yours, admin at an agency you consult for, viewer at a parent company. The dashboard's account switcher in the sidebar lets you move between them.

Members & Roles

Members & Roles

The four roles

Owner

Admin

Member

Viewer

Inviting a teammate

Open the Members page

Enter their email and pick a role

They click the link and sign in

Confirm in the Members list

Two invariants

Account hygiene

Frequently asked questions