Team and roles
Invite teammates and choose what each of them can see and change.
Invite teammates under Workspace settings → Users and give each a role that fits what they should be able to do. The owner always keeps access and cannot be removed.
Roles #
| Role | What they can do |
|---|---|
| Owner | Full control, including billing and deleting the workspace |
| Admin | Manages users, agents, and integrations |
| Marketer | Manages agents and integrations. Approves campaigns |
| Analyst | Sees everything and receives reports. Cannot change settings |
| Viewer | Can look around. Receives no emails |
Who can change what #
| Task | Owner | Admin | Marketer | Analyst | Viewer |
|---|---|---|---|---|---|
| Approve and block content | Yes | Yes | Yes | No | No |
| Connect and disconnect accounts | Yes | Yes | Yes | No | No |
| Change agents and autonomy | Yes | Yes | Yes | No | No |
| Edit the business profile | Yes | Yes | Yes | No | No |
| Edit the brand, language, and timezone | Yes | Yes | No | No | No |
| Invite and remove people | Yes | Yes | No | No | No |
| Billing | Yes | No | No | No | No |
| Delete the workspace | Yes | No | No | No | No |
Inviting someone #
- Open Workspace settings → Users.
- Enter their email under Invite by email and choose a role.
- Select Send invitation.
They get an email with a link. Until they accept, the invitation is listed under Pending invitations, where you can send it again or cancel it.
Changing or removing someone #
Change a person's role from the list at any time. Removing someone ends their access to this workspace at once. It does not affect other workspaces they belong to.
Agencies and several workspaces #
A workspace is one business or client. Invite each client to their own workspace as an Analyst or Viewer, so they can see the work without changing settings. Nothing is shared between workspaces: not the brief, the brand, the content, or the connected accounts.
Deleting a workspace #
Only the owner can delete a workspace, under Workspace settings → Advanced. Deleting pauses the workspace first. After the waiting period shown on that page, the workspace and all of its data are removed for good. Until then you can change your mind and restore it. Deleting a workspace does not delete anything on your connected platforms.