Workspaces & team

Organize websites, invite members and manage access.

A workspace is the container for your websites, members, credits and billing. Agencies typically use one workspace per client; brands use one for everything.

What lives in a workspace

All websites (projects) and their connectors, automations and knowledge.
The shared credit balance.
Billing details, payment method and invoices.
Members and their roles.

Step-by-step: setting up a team

Open the workspace switcher in the top-left and select Workspace settings.
Set the workspace name and company details.
Open Members and invite people by email — users are unlimited on every paid plan.
Assign a role to each member.
Confirm each invitation is accepted; pending invitations can be resent or revoked.

Roles

Role	Can do
Owner	Everything, including billing and deleting the workspace
Admin	Manage websites, connectors, members; launch any operation
Member	Work on websites and launch operations
Viewer	Read dashboards and reports only

Switching workspaces

The switcher changes the whole context: dashboard, credits, websites. If data looks missing, first check which workspace you are in.

Multiple workspaces

Create a new workspace when billing, ownership or client separation requires it. Credits are not shared between workspaces, so consolidate where you can to benefit from volume discounts.

Leaving or removing a member

Removing a member revokes access immediately but keeps everything they produced. Website ownership always stays with the workspace, never with an individual.