Users
Overview
Users are your workspace staff. Each user has a role that determines what they can see and do across the platform and its products.
Requirements
- Permission to view users
- Permission to add users
Steps
Open Users
Go to Users from the navigation.
Invite a user
Select Add user button and enter the person’s details.
Assign a role
Choose a role for the user:
- Owner — full control, including billing and deletion.
- Admin — manage users, locations, and product settings.
- Member — day-to-day product access.
- Viewer — read-only access.
Assign user to a brand and application
Send the invite
Send the invitation. The user receives an email to accept and join.
Resend if needed
If the invite hasn’t been accepted, use Resend invite from the user’s row.
Notes
Roles are scoped to the workspace. See Roles & Permissions to learn what each role can do.
Troubleshooting
A workspace must always keep at least one Owner. You cannot remove or downgrade the last remaining Owner.
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