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Manager Role in Team Settings

Learn what a Manager can do in Team Settings — from inviting users and managing roles to configuring team features.

Written by Mia
Updated this week

What is the Manager Role?

In Strise, every team member is assigned a role that determines what they can see and do in the app. The Manager role gives users elevated access to Team Settings, making it ideal for team leads or compliance officers who are responsible for onboarding colleagues and configuring how the team works in Strise.


💡 Not sure what role you have? Go to Settings > Members and look at the role listed next to your name.

What can a Manager do in Team Settings?

Managers have access to Settings > Members, where they can:

1. Invite New Team Members

As a Manager, you can invite new colleagues to join your team in Strise.


​How to invite a new user:

  1. Go to Settings > Members.

  2. Click the Invite user button.

  3. Enter the person's email address.

  4. Select their role — Manager or Member.

  5. Toggle any features on or off that should apply to the new user.

  6. Click Send invite.


💡 Tip: When inviting a user, you can toggle team-enabled features on or off directly in the invite flow. Only features your team has enabled will be available to toggle.

2. Change a Team Member's Role

Managers can change the role of any team member — for example, promoting a Member to a Manager or the other way around.


​How to change a team member's role:

  1. Go to Settings > Members.

  2. Find the team member in the list.

  3. Click the role dropdown next to their name.

  4. Select the new role.


The change takes effect immediately.

3. Edit Features for Existing Team Members

Managers can control which features are enabled for individual team members — without needing to remove and re-invite them.


​How to edit features for a team member:

  1. Go to Settings > Members.

  2. Find the team member in the list.

  3. Click the feature toggle icon on their row.

  4. A side panel will open showing all available features.

  5. Toggle features on or off as needed.

  6. Your changes are saved automatically.


💡 This is useful when a team member's responsibilities change and they need access to a new feature, or when you want to limit what certain users can see.

Other Settings Managers Can Configure

In addition to managing team members, Managers are the only users who can change the team's compliance settings. These are found under Settings in the app:

  • PEP Settings – Control how Strise screens for Politically Exposed Persons

  • Sanctions Settings – Configure sanctions screening for entities and connected parties

  • AMS Settings – Adjust settings for entity screening

  • Monitoring Alerts Settings – Define when and how your team is alerted about changes to monitored entities


Each of these settings areas has its own help article with full details.

What can a Manager NOT do?

The Manager role gives broad access to Team Settings, but there are some things that only a Strise Admin can do, such as managing billing, creating new teams, or changing organization-level settings.


If you need to make changes outside of what's described here, please contact your organization's Strise Admin or reach out to us at support.

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