Docs Workspace and account
Members and roles
Invite teammates and decide what each can do.
Invite someone
- Open the account menu at the bottom of the sidebar and choose Members.
- Under Invite someone, enter their Email address and choose a Role.
- Choose Invite. They get an email with a link that works for 7 days.
- When they open it and sign in, they join the workspace.
- Inviting the same address again replaces the earlier invitation.
- Open invitations are listed under Pending invitations, where you can Withdraw one.
- An open invitation holds a seat. How many seats you have depends on the plan: see Plans and billing.
Roles
| Can they… | Viewer | Editor | Admin | Owner |
|---|---|---|---|---|
| See designs, the calendar and analytics; present and export | Yes | Yes | Yes | Yes |
| Create and edit designs, use the agent, upload images | Yes | Yes | Yes | |
| Edit the brand kit and voice, scan a website | Yes | Yes | Yes | |
| Write captions, schedule, publish, reschedule | Yes | Yes | Yes | |
| Create share links and send posts for approval | Yes | Yes | Yes | |
| Add or delete brands | Yes | Yes | ||
| Connect or remove social accounts | Yes | Yes | ||
| Invite and remove members, change roles | Yes | Yes | ||
| Rename the workspace | Yes | Yes | ||
| Make someone an admin, or manage admins | Yes | |||
| Change the plan, buy credits, manage billing | Yes | |||
| Delete the workspace | Yes |
The person who creates a workspace is its owner. Admins can invite Editors and Viewers; only the owner can invite or appoint an Admin.
Change a role or remove someone
In Members, use the role menu beside a person, or Remove from workspace. Removing someone does not delete their work: designs they made stay in the workspace.
More than one workspace
You can belong to several workspaces and own several. Switch between them, or choose New workspace, from the account menu. Each workspace has its own brands, members, plan and credits.