Invite your team
Add teammates, choose a role, and scope an invitation to a single workspace when someone should only see one brand or one client.
Access has two parts: a role, which says what someone can change, and workspace membership, which says what they can see. Getting the second one right matters more than the first.
What you'll learn
- The roles and what each can do
- How to scope an invitation to one workspace
- What to do when somebody leaves
The roles
| Role | Can do |
|---|---|
| Owner | Everything, including billing and plan changes |
| Admin | Everything operational: prompts, competitors, changes, invitations |
| Member | Work inside the workspaces they belong to |
Only an owner or an admin can invite people. That is enforced server side, not just hidden in the interface.
Invite someone
- Open team settings.
- Enter their email address.
- Choose the role.
- Optionally scope the invitation to a single workspace.
- Send. They appear as a pending invitation until they accept.
Scoping to one workspace
A workspace-scoped invitation gives someone membership of that workspace and nothing else. Use it for:
- a contractor working on one brand
- a client contact who should see their own workspace only
- a specialist who only needs one market
An organisation-level role is not the same thing as workspace membership, and the platform keeps them separate deliberately: a workspace-scoped invitation never quietly becomes org-wide access.
If you want somebody to see exactly one brand, scope the invitation. Do not rely on them only clicking the right workspace.
When somebody leaves
- Remove them from team settings. Access ends immediately.
- Check report recipients. A scheduled report keeps sending to whatever address it holds, and removing a user does not remove their email from a report.
- Check webhooks and API keys they created. Revoke any that were personal to them. See API access.
That second step is the one that gets missed, and it is the one that ends up sending a client report to somebody's former employee.
Seats
Team size limits come from your plan. See plans and limits and seats and team access.
Try this in Outercite
Open team settings and check that every member's workspace access matches what they actually work on. On most accounts at least one person can see more than they need to.
Related
Seats and team access
Seat limits and what counts as a seat.
Client permissions model
The agency version, with client contacts.
Data isolation
How workspace separation is enforced.
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