Inviting Your Team & Managing Roles

Overview

Invite your teammates into a workspace so you can create, review, and publish content together. Each member gets their own login, and you decide what they can do by assigning a role.

Where to find it

Open Settings from the sidebar, then select the My Staff (Members) tab.

Inviting a team member

1. Click Invite Member in the top right.
2. Enter the person's email address.
3. Choose their role (see below).
4. Send the invite - they'll receive an email to join the workspace.

Roles

• Owner - full control of the workspace, including billing and members.
• Member / staff roles - can create and manage content, with access based on the role you assign.

You can change a member's role at any time from the members list, or remove someone who no longer needs access.

Tips

• Invite by email - the person doesn't need an account yet; they'll be guided to create one when they accept.
• Use roles to limit access - give collaborators exactly the permissions they need.
• Combine with spend caps - pair roles with per-member spend caps (in the Member Usage tab) to keep both access and costs under control.