Roles
A workspace can have more than one Owner, and always keeps at least one. To hand a workspace over, make the new person an Owner, then have them change your role.
Invite someone
Only Owners can invite.- Go to Settings > Members and click Invite Member.
- Enter their Email Address.
- Under Permissions, pick a role: Owner, Admin, Member or Viewer. Optionally fine-tune it with custom permissions.
- For Members and Viewers, choose their projects under Project Access. At least one is required. Owners and Admins always see every project.
- Click Send Invitation.
Accepting an invitation
- Click Accept Invitation in the email.
- Sign in, or create your account, with the address the invitation was sent to. Signing in with Google works too.
- On the invitation page, click Accept Invitation.
Members list
Current Members shows each member’s role, project access and when they joined. A Custom badge next to the role means their permissions differ from the role’s defaults.
- Edit Permissions: change their role and fine-tune permissions, then Save Permissions.
- Manage Project Access: choose which projects a Member or Viewer can see, then Save Changes.
- Remove Member: they lose access right away.
Custom permissions
The four roles are presets. When inviting someone or editing their permissions, an Owner can turn individual permissions up or down, grouped into Articles, AI Agent, Prompts & Analytics, Project, and Workspace & Billing. For example, you can let a Member see billing or the agency dashboard, or stop a Viewer from commenting. Reset to preset removes the customization. Managing members and editing the workspace stay with Owners and can’t be granted.Auto-join
Auto-join adds anyone who signs up with your company’s email domain to the workspace. Only Owners see it, on Settings > Members.- Turn on Enable auto-join.
- Under Allowed Email Domains, add your domains, like
acme.com. Personal email domains aren’t allowed. - Choose the Default Role new members get.
- For Members, choose the Default Project Access. At least one project is required.
- Click Save changes.