Each person who works in your workspace takes a seat and has a role. Roles decide what they can see and change. You can see the exact list in Settings › Members under What each role can do.
The roles
- Owner: everything, including plan and billing, wallet and payouts, support access and deleting the workspace.
- Admin: manages everything else, including members, sending email and switching automations on.
- Editor: creates and publishes pages, links, QR codes, forms, store items, emails, automations, courses, bookings and community. Some actions stay with owners and admins, such as sending email to your audience or switching automations on.
- Analyst: can view most areas, but can't change anything.
- Viewer: can view pages, links, QR codes, domains, forms and the member list.
Invite someone
- Open Settings › Members.
- Under Invite people, enter their Email and choose a Role.
- Choose Invite. They get an email with a link that expires in 7 days.
Seats
If all your seats are in use, the button reads Add a seat and invite. Inviting someone adds one extra seat for a monthly price shown on screen, billed with your plan. Your plan itself doesn't change.
Change or remove
- Use the role menu next to a member to change their role.
- Choose Remove member to take someone out, or Revoke to cancel a pending invitation.
- To leave a workspace yourself, choose Leave workspace.
Tips
- Give each person the lowest role they need. An Editor can prepare an email for an Admin to send.
- Create one account per person rather than sharing a login, so the activity log is clear.
Troubleshooting
- "Your plan has reached its most seats": the plan's seat limit is reached. See Choose a plan.
- Invitation expired: revoke it and invite them again.