Account and Team Settings

This page set covers team membership, role administration, invitations, account connection health, account-specific permissions, and related admin controls.

Prerequisites

• Signed-in Prism account
• Team membership
• Admin role for team-role, invitation, and billing-level administration

Expected outcome: You know which controls are available based on role.

Quick Start

1. Open Settings.
2. Review Team and Accounts sections first.
3. Confirm role and member list.
4. Review account connection status indicators and account-level permissions.
5. Handle reconnect prompts if present.

Expected outcome: Team/admin baseline is verified in one pass.

Detailed Workflows

Workflow: Update Team Member Role

1. Open Settings > Team.
2. Locate target member.
3. Select new role.
4. Confirm role badge updates.

Expected outcome: Member permission scope is updated correctly.

Workflow: Invite and Manage Pending Invitations

1. Enter invitee email.
2. Choose role (Contributor or Reader at invite time).
3. Send invitation.
4. Check pending invitations section.
5. Revoke if needed.

Expected outcome: Invitation lifecycle is fully manageable from settings.

Workflow: Enforce Admin Safety Constraints

1. Before removing an admin, ensure at least one other admin exists.
2. Avoid attempting self-role-change/self-removal operations.
3. Apply member removals only after constraint checks.

Expected outcome: Team administration actions do not violate platform safeguards.

Workflow: Review Account-Specific Access

1. Open the target account in Settings > Accounts.
2. Review who currently has access to that account.
3. Revoke account-specific access only when you are certain broader team access is no longer required.
4. Re-check the permission list after the mutation succeeds.

Expected outcome: Sensitive accounts stay limited to the intended operators.

Workflow: Connection Health and Re-Authentication

1. Open account settings detail.
2. Review token indicators (connected/expiring/expired).
3. Re-authenticate when required.
4. Confirm status returns to healthy.

Expected outcome: Account connectivity remains stable with minimal downtime.

Common Errors

Error: Cannot remove member

1. Check if member is only admin.
2. Check if member is current user.
3. Reassign roles first if needed.

Expected outcome: Removal process follows enforced guardrails.

Error: Billing/admin section inaccessible

1. Confirm current role.
2. Request admin assistance or role change.

Expected outcome: Access issue is resolved through proper authorization path.

Error: Reconnect button appears repeatedly

1. Re-authenticate successfully.
2. Confirm callback completion.
3. Refresh account state.

Expected outcome: Token health warning clears after successful reconnect.

FAQ

What roles can I assign to teammates?

Admin, Contributor, and Reader.

Can I invite someone as an admin right away?

Invite workflow typically starts with Contributor/Reader, then admin promotion can occur later.

Can one team manage multiple Amazon accounts?

Yes, account settings support multi-account operations.

What account connection statuses should I expect to see?

You may see healthy, expiring-soon, or expired token states. Expired connections pause sync until re-authenticated.

Last Updated

• Last updated: 2026-03-18
• Version assumptions: team settings role/invitation flows, account token-status indicators, reconnect flow, and account-specific permission management