Account

Team and roles

Invite people to your workspace, choose what each of them can change, and remove access when they leave.

Everyone in a workspace can see every brand in it. Their role decides what they can change.

What each role can do

viewereditoradminowner
See everything, including the team list✓✓✓✓
Prompts, competitors, finding transitions, brand name and timezone, run a cycle✓✓✓
Invites, roles, removing people, connections, ingest tokens✓✓
Create or archive a brand, billing✓

An API key never exceeds the role of the person who created it.

The owner

There is exactly one owner per workspace, and a person owns at most one workspace. The owner 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 or owner.

  1. Open a 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.

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. Open invites count toward the limit, so revoke stale ones to free a 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. You can resend or revoke any of them. Revoking takes effect immediately — the link stops working.

Changing someone's role

Permissions: admin or owner.

Pick a new role from the member's row. You cannot change the owner's role, and you cannot change your own.

Removing someone

Permissions: admin or owner — or yourself, to leave.

Removing someone takes effect at once, and their API keys for this brand stop working. Their history is kept, so a finding can still show who acted on it.

To leave a workspace yourself, remove your own row. You lose access immediately, and anyone on the team can invite you back.

The owner cannot be removed.

Next steps