Account

Team and roles

Invite people to a brand, choose what each of them can change on it, and remove access when they leave.

Access is per brand. Each person you invite sees the brands they were invited to and no others, and their role on each brand decides what they can change there. The owner of the workspace sees every brand.

What each role can do

viewereditoradminowner
See the brand, including its team✓✓✓✓
Prompts, competitors, finding transitions, brand name and timezone, run a cycle✓✓✓
The brand's invites, roles and removals, connections, ingest tokens✓✓
Create or archive a brand, billing✓

One person can hold different roles on different brands: an editor on one, a viewer on another. An API key never exceeds its holder's role on the brand it acts on.

The owner

There is exactly one owner per workspace, and a person owns at most one workspace. The owner has every brand, cannot be removed or demoted, and ownership cannot currently be transferred.

The owner also receives the weekly digest and alerts, and is the only person who can reach Billing.

Inviting someone

Permissions: admin of the brand, or owner.

  1. Open the brand and go to its Team page.
  2. Enter the person's email address and choose a role.
  3. Select Invite.

They get an email with a join link that expires in seven days and works once. The invite is for that brand only. To give someone a second brand, invite them from that brand's Team page.

A membership comes from opening the link while signed in — nothing else. Signing up with the invited address does not join anyone, and a forwarded link admits whoever opens it, under their own account. The Members list shows the email of the account that actually joined, so you can always see who came in.

Seats

Each plan includes a number of members, the owner included: 2 on Crawl, 5 on Starter, 15 on Pro. A seat is a person, whatever their brands: someone on three brands takes one. Open invites count toward the limit, so revoke stale ones to free a seat. Inviting someone already on the team to another brand takes no new seat.

If the team is full, the invite is refused. If someone accepts when the team has since filled up, their invite stays open until a seat frees.

There is a cap of 20 invites per workspace per 24 hours. Revoking and resending counts against it.

Managing open invites

The Invites card lists everything outstanding for the brand. You can resend or revoke any of them. Revoking takes effect immediately — the link stops working.

Changing someone's role

Permissions: admin of the brand, or owner.

Pick a new role from the member's row. It changes their role on this brand only. You cannot change the owner's role, and you cannot change your own.

Removing someone

Permissions: admin of the brand, or owner — or yourself, to leave.

Removing someone takes them off this brand at once, and their API keys stop reaching it. Their other brands are not affected. When it was their last brand, they leave the workspace and their API keys and connected apps are revoked. Their history is kept, so a finding can still show who acted on it.

To leave a brand yourself, remove your own row. You lose access immediately, and an admin can invite you back.

The owner cannot be removed. Archiving a brand removes everyone from it.

Next steps