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Members and roles

You can invite members to collaborate on content in your workspace. All members share access to every project in the workspace, with roles controlling what each person can change.

Availability​

The number of members you can have depends on your plan. See Plans & Pricing for details. The Members page shows how many seats you've used, for example "2 of 3 seats used".

Roles and permissions​

There are three roles: Owner, Admin and Editor.

Owner​

The workspace owner has full control:

  • Manage the plan, billing and payment details
  • Buy AI Visibility credit
  • Change member roles
  • Rename the workspace
  • Everything Admins and Editors can do

Each workspace has exactly one owner. To transfer ownership, contact support.

Admin​

Admins manage the workspace's connections and team:

  • Add and manage API keys
  • Connect CMSs and set up webhooks
  • Set up AI Visibility and start runs
  • Delete projects
  • Invite members, and remove Editors
  • Everything Editors can do

Editor​

Editors create and publish content:

  • Create, write, edit and publish clusters and articles
  • Create and manage brand voices
  • Edit project settings, including writing defaults
  • View the members list (but not invite, remove or change roles)

Everyone, whatever their role, can see Billing and usage: the plan, usage and AI Visibility credit. Only the owner can change anything there.

What is shared​

Everything in a workspace is shared among all members:

  • Projects, clusters and articles
  • Brand voices
  • CMS connections and webhooks (visible to all, managed by the Owner and Admins)
  • AI Visibility reports
  • API keys (managed by the Owner and Admins only)

Inviting members​

The Owner and Admins can invite new members:

  1. Open the account menu (top right) and choose Members.
  2. Under Invite a new member, enter their email address.
  3. Choose Admin or Editor.
  4. Click Invite.

Members page, inviting a new member

The invitee receives an email with a link to join. When they open it, they enter their name and receive a sign-in link and a sign-in code by email. Invites expire after 7 days.

If every seat on your plan is taken, the invite field is disabled until you upgrade or remove a member.

Note

Users can only belong to one workspace at a time. If someone is already a member of another workspace, they'll need to leave it before joining yours.

Pending invites​

Invites that haven't been accepted yet appear under Pending invites, with their expiry date.

To cancel an invite, click Cancel next to it, then Cancel invite. The invite link stops working straight away. To resend an invite, contact support.

Managing members​

Changing roles​

Only the workspace owner can change roles. On the Members page, use the role dropdown on the member's row to switch them between Admin and Editor. The change saves straight away.

Removing members​

The Owner can remove any member. Admins can remove Editors, but not other Admins.

  1. Click Remove on the member's row.
  2. Confirm with Remove member.

When a member is removed:

  • They lose access to all projects and content immediately, and are signed out
  • They receive an email letting them know
  • Their account still exists, and they can sign in again to create a workspace of their own

Leaving a workspace​

Any member other than the owner can leave a workspace. At the bottom of the Members page, click Leave workspace and confirm. You'll lose access to every project and article in the workspace and be signed out. You can't rejoin without a new invite.

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