Workspace
Inviting Members
Owners and administrators invite teammates from Workspace Settings. You enter an email, pick a role, and for User members choose which accounts they can view and query. The permissions take effect when the invitation is accepted.
Who can invite
- Owners and Administrators can send, resend and cancel invitations.
- Operators and Users cannot invite members.
- The number of team members depends on your plan. See pricing.
Send an invitation
- Open Workspace Settings and click Invite Member.
- Enter the teammate's email address.
- Pick a role: Owner, Administrator, Operator or User. You can only grant a role up to your own.
- For a User, choose the accounts they can access.
- Click Send Invitation.
Pending invitations appear under Pending Invitations, where you can resend or cancel them.
Which role to pick
- User: view and query only, on granted accounts. Good for clients, analysts and contractors.
- Operator: connects accounts, manages brands and prompts, and runs write actions.
- Administrator: everything an operator does, plus managing members and viewing billing.
- Owner: full control, including billing and deleting the workspace.
Start with the lowest role that fits the job; you can change it later. See Roles and Permissions.
Related: Managing Members, Workspace Settings.