Inviting someone takes a minute.
Before you start#
- To invite or remove people you need Invite & manage members: owner or admin.
- To change someone's role you must be the owner.
1. The built-in roles#
| Role | Can |
|---|---|
| Owner | Everything: approve spend, connect and disconnect sources, members, billing, workspace settings, the danger zone. One owner per workspace. |
| Admin | Approve spend, connect and disconnect sources, invite and manage members, billing, workspace settings. Not the danger zone. |
| Operator | View reports and draft and run campaigns. Cannot approve spend, touch sources, members or billing. |
| Analyst | View reports only. No changes. |
There is no separate "viewer" role: Analyst is the read-only seat. Settings → Roles & access also lets an owner or admin shape a custom role by switching capabilities on or off over a base tier — for example an operator who may also Approve spend.
2. Who may approve#
Approving is a human act. The capability is Approve spend, held by owner and admin by default. The agent and the executor can never approve; the database refuses it. A person without the capability can read every proposal but not act on it.
3. Invite someone#
Settings → Members → Invite. The dialog Invite people takes Email addresses (several, separated by commas or spaces) and a role: admin, operator or analyst. Press Send invites. Each invite is a link that expires after 14 days; it appears under Pending invitations where you can resend or Revoke invitation. The invitee gets access as soon as they accept.
4. Change a role or remove someone#
From a member's menu the owner can change the role; owners and admins can Remove from workspace. Removing revokes access at once. Campaigns and sources that person connected stay in the workspace.
5. What each role sees#
Everyone in the workspace sees the same campaigns, proposals and reports. Roles gate actions, not visibility, with one exception: sections that need a capability you lack show read-only for your role.
If it doesn't work#
- "Only owners and admins can disconnect a source" — ask an owner or admin, or ask for a custom role with Connect & disconnect sources.
- The invite link says it is used or expired — resend it from Pending invitations.
- You cannot invite an owner — by design. Ownership is transferred, not invited.
- A member cannot see the Approve button — their role lacks Approve spend.