Team roles and invitations

Each workspace has its own team. Every member has one role in that workspace, and the role decides what they can do there. You manage the team in Team & Access, which opens when you select the name of your current workspace in the account menu.

The roles

• Owner — the person who created the workspace. The owner cannot be removed and their role cannot be changed.
• Admin — all the workspace's powers: billing and the card, connecting and disconnecting Shopify and Gorgias, editing the Charter, and inviting members.
• Manager — edits the Charter and invites members, without access to billing or integrations.
• Viewer — reads the workspace, without changing anything.

Giving someone the Admin role gives them billing, integrations and the Charter, so only the owner and Admins can give it.

Privacy requests

Only the owner and Admins see your customers' privacy requests and the data protection impact assessment pack. See Your customers' privacy requests.

Invite a member

1. Open Team & Access and choose Invite Member.
2. Enter the person's email address.
3. Choose their role. You only see the roles you are allowed to give: a Manager cannot invite an Admin.
4. Choose Send Invite Link.

The invitation goes by email. When an invitation link is shown, you can copy it with Copy; the link is for that invitation only and shows when it expires. Until the person joins, their status in the Access Ledger is PENDING.

Change a member's role

Select the member's row in the Access Ledger, choose the new role and select Save Changes. Only the owner and Admins can change roles. No one can change the owner's role, their own role, or the role of the last Admin.

Remove a member

1. In the Access Ledger, select Remove on the member's row.
2. Confirm.

Only the owner and Admins can remove members. Removing a member ends their access to this workspace, including their open sessions in it. The owner cannot be removed, and neither can the last Admin.