Skip to main content

Overview

Every Pro and Team account can invite members. A member joins your account and can see your connections, backups, schedules, and servers — depending on the permissions you assign. They switch into your account context from their own dashboard without needing a separate login.
Hobbyist and Solo plans do not support team members. Upgrade to Pro to invite up to 5 members, or Team for unlimited.

Inviting a member

  1. Go to Settings → Members in your dashboard.
  2. Enter the collaborator’s email address.
  3. Select the permissions you want to grant.
  4. Click Send invitation.
The invitee receives an email with a link to /invite/<token>. If they don’t have a Capsule account yet, they can create one and then accept the invitation.

Permissions

You can assign any combination of these flags per member: Owners always have full access. You can edit a member’s permissions at any time from the Members section in Settings. Example: say you want a teammate to help monitor backups day-to-day, without letting them change what gets backed up or how often. Grant them view_backups and trigger_backups only — they can check backup history and kick off an on-demand backup if something looks wrong, but manage_connections and manage_schedules stay unchecked, so they can’t add a new database connection or delete an existing schedule by mistake.

Switching account context

Once a member accepts an invitation, they see a Switch account section in the sidebar dropdown. Clicking another account name switches their dashboard view to that account’s data. Example: you’re a freelance DBA who manages databases for three different clients, each with their own Capsule account. Instead of logging out and back in three times a day, each client invites you as a member of their account. You log in once with your own Capsule account, and use Switch account to hop between “Client A,” “Client B,” and your own account — each switch shows you only that account’s connections, backups, and schedules, scoped by the permissions that account’s owner granted you. While viewing another account, a blue banner appears at the top of the dashboard:
Clicking Switch to My Account returns them to their own context immediately.

Plan limits

Leaving an account

Members can leave an account they’ve joined by going to Settings → Members and clicking Leave account. The owner can also remove any member from the same page. Once removed, access is revoked on the next request — no session invalidation needed on the member’s side.