Team, roles and ownership
Sending invitations, the full capability list of the four roles, transferring ownership and leaving.
In the panelProfile menu · Settings → TeamOpen this screen in the panel
Inviting people
You enter an email and a role and send the invitation. It stays pending until accepted; you can resend or revoke it. Every invitation has an expiry date and the list shows it.
If email cannot be sent, the panel gives you the invitation link to pass on yourself. The link is visible only at that moment — copy it before closing the dialog.
How many people you can invite depends on your plan’s seat count, and pending invitations take seats too. The list shows how many seats are filled.
The four roles
- Owner
- Everything, including billing and the workspace itself. Can transfer ownership and delete the workspace.
- Admin
- Manages the team, the connections and automation. There are areas they cannot see or change; the detail is on the role capabilities page.
- Member
- The daily work: changing campaigns and budgets, writing rules, approving pending actions, producing creatives, building reports.
- Viewer
- Read only. Cannot change anything.
Roles are fixed and cannot be edited. The “role capabilities” page shows exactly what each role can do: workspace settings, team management, billing, connections, campaigns, reports, automation, creatives, agents, the audit log and the data archive.
Transferring ownership and leaving
You can transfer ownership to another member; afterwards you cannot take the owner capabilities back, and you are asked to type the new owner’s email to confirm.
You can leave a workspace — once you do you can reach nothing in it and would need a new invitation to return. If you are the owner, you must transfer ownership first.