Team and access

How to let a colleague into the workspace and how a member differs from the owner.

Section in the service: /settings#workspace

Invite a colleague

  1. 1Settings → Workspace and access → “Share the workspace”.
  2. 2Enter the email and role, tick the projects to let them into if needed.
  3. 3The colleague gets access to this workspace's channels and posts; their personal workspace stays separate.

Roles

  • Owner — everything, including access and connections.
  • Admin — managing the workspace, channels and members.
  • Manager — chats, contacts, CRM — and content too.
  • Editor (marketer) — posts, cases, publishing, content analytics.
  • Operator — chats only: replies, tags and closes conversations.
  • Viewer — view only.

In Cloud AI Map the same list is named by function: marketer = editor, manager, admin. Access is granted to the root workspace — the projects inside inherit it.