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Teams and approvals

Invite teammates and set roles

Invite someone by email from Settings, then Team & Roles, choose Admin or Contributor, and they join with that role; you can change it or remove them at any time.

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  1. Open Settings, then Team & Roles.
  2. Under Invite someone, enter their Email, choose a Role and press Send invite.
  3. They get an email with a link to join. Until they accept, the invitation sits under Pending invitations with an expiry date.
  4. Change a role with the role menu in Members, or press Remove to take someone out.

What each role can do

There are three roles. You cannot invite someone as Owner; the Owner is the person accountable for the workspace, and ownership moves only by Transfer ownership.

Roles and what they can do
RoleCan do
ContributorWrite, schedule and manage posts and drafts. Posts may need review.
AdminEverything a Contributor can, plus connecting channels, inviting people, approving posts, customers, tags, the audit log, API keys and the emergency stop.
OwnerEverything an Admin can, plus billing and the workspace settings: General, Posting times and Approvals.

Resend, revoke, remove and transfer

A pending invitation has Resend and Revoke. Revoking stops the link working immediately. Remove takes the person out: "loses access to this workspace immediately". Transfer ownership asks you to confirm, because you become an Admin and lose billing access, and only the new Owner can undo it.

A role change applies at once, and it reaches further than the person: an API key or an AI connection acts with the role of the member who made it, resolved on every call. Demoting or removing that member limits their keys on the very next use. Invites, role changes and removals all go to the audit log.

If it did not work

Seats are counted as members plus pending invitations, and each plan allows a number of them, so an invite can be refused when the seats are used. The pricing page lists seats per plan; revoke an unused invitation to free one. If you cannot see Team & Roles, ask an Owner or Admin. If the invitee cannot find the email, use Resend. The guide to adding a team member shows the whole flow.

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