Workspaces, members & roles
A workspace is one billing entity with its own sites, content, and team. Each user has their own personal workspace from sign-up; they can also be invited into other people's workspaces and switch between them.
Workspaces
Every account has exactly one workspace it owns — created at sign-up. Joining other workspaces happens via invitation, never self-service. This keeps the pricing model coherent: one workspace = one paid plan = one team.
Switch workspaces from the picker at the top of the sidebar. Sites, briefs, drafts, members, plan, quotas — everything is scoped to the active workspace.
Roles
| Role | Can do |
|---|---|
| Owner | Everything: invite/remove members, change roles, rename workspace, change plan, transfer ownership, delete the workspace. Exactly one per workspace. |
| Admin | Same as owner except cannot transfer ownership and cannot delete the workspace. |
| Editor | Create and edit briefs, drafts, sites; run refresh and link discovery. No workspace admin. |
| Viewer | Read-only access to sites, briefs, drafts. No writes. |
Inviting teammates
From Workspace settings, owners and admins can send email invites with a chosen role. Invites expire in 7 days. The recipient clicks the link, signs in (or registers), and is attached to the workspace at the role specified.
Owner is intentionally not invitable — ownership is transferred, never delegated.
Transferring ownership
The owner can transfer ownership to any existing member from the Members table. The current owner becomes an admin on the workspace; the target becomes the new owner. Once transferred, the previous owner can leave the workspace if they want.
Owners cannot remove themselves from a workspace they own. They cannot demote themselves. The workspace they signed up with cannot be left until ownership is transferred or the account is deleted.
Plans & quotas
The plan column on the workspace row determines six quota ceilings:
- Sites — verified sites the workspace can hold
- Members — total users (including owner)
- Briefs / month — calendar-month brief creation limit
- Drafts / month — calendar-month draft creation limit
- Keyword discoveries / site / month — Refresh keyword-discovery runs per site
- Link discoveries / site / month — link-opportunity runs per site
Live usage is on the workspace settings page; forecast and projection on the Reports → Quota tab.
Workspace isolation
Settings and data don't bleed across workspaces. If you're an owner of A and viewer of B, your role in A doesn't grant you any privileges in B. Member lists, plans, sites, and content are all keyed by agency_id — no cross-workspace queries are possible from the UI.