Team, roles & access

Every plan includes unlimited team members. Owners and admins manage the team from Team; members see only the work they have been granted.

Roles

RoleAccess
OwnerFull workspace control, including Settings, branding, integrations, billing and the subscription.
AdminAll monitors, projects, the Library, Alerts and Team management. Cannot manage owner-only Settings.
MemberOnly granted projects or monitors, plus the related ads, reports, saved ads, alerts and digest entries.

Use Member for a client or a teammate who should not see the whole workspace.

Invite a teammate

  1. Open Team.
  2. Select Invite teammate.
  3. Enter Email.
  4. Choose Member — sees only assigned monitors or Admin — full workspace access.
  5. Select Send invitation.

The invitation remains under Pending invitations until accepted or cancelled. Invitations and other workspace emails use the workspace’s customer-facing brand.

Access levels

Select Access beside a member to open the full editor:

  • All projects — current & future gives the member every current project and automatically includes new projects.
  • Whole project gives every current and future monitor in one project.
  • Specific monitors lets you choose individual monitors.
  • No access grants nothing in that project.
  • Automatically add future monitors in this project extends a specific-monitor grant to monitors added later.

Owners and admins always see every project, so these controls apply to members.

Quick assignment

On a monitor, Assign is a fast way to grant or remove direct access for individual members. Use Team → Access for whole-project, future-monitor or all-project rules.

What access controls

The same rule controls monitor visibility, ad activity, reporting, the workspace Library, instant new-ad alerts and the weekly digest. A member scoped to Client A should not see Client B’s monitor or receive Client B’s email content.

For a complete client setup scenario, follow Manage client access. For project behavior, see Monitors & projects.