Team & permissions

Invite a teammate#

1. Open Settings → Team with a role permitted to manage membership.
2. Enter the intended teammate’s email and choose a workspace role.
3. Review the destination and send the invitation.
4. Ask the teammate to accept using the same identity.
5. Confirm membership and access to the intended workspace before sharing sensitive material.

Understand roles#

The app exposes Owner, Admin, Strategist, Editor and Viewer roles. Owner and admin controls cover sensitive administration. Operational and review permissions are enforced by the specific workflow, not just by whether a button is visible.

Use Viewer for people who only need to inspect permitted information. In the Tools preview, viewers can read saved results but cannot execute tools. Do not share an owner login as a shortcut to resolving a role error.

Change or remove access#

Review membership when a teammate changes responsibilities or leaves. Removing workspace membership does not automatically revoke an independent account’s access at Google, a CMS or a social network. Audit those provider permissions separately.

If the role controls are unavailable, ask the workspace owner to make the change. Repeated retries will not grant an authorization you do not have.