The User Roles and Workspaces management feature lets organisation owners govern access for team members across an organisation and its workspaces. From the platform, organisation owners can:Documentation Index
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- assign roles at the organisation level (for cross-workspace access),
- set granular permissions at the workspace level,
- create workspaces and allocate credits per workspace.
Key terms
| Term | Definition |
|---|---|
| Organization | The higher-level account for a company or holding. |
| Workspace | Sub-level environment within an organisation (e.g. brands or teams). |
| Role | Defines a user’s permissions (Viewer, Editor, Owner). |
| Admin / Owner | Primary user able to manage roles, workspaces and members. |
User roles
Organisation-level roles
Apply across all workspaces in the organisation.| Role | Permissions |
|---|---|
| Organization Guest | No special org permissions — set permissions per workspace. |
| Organization Viewer | View all workspaces and analyses. |
| Organization Editor | View and create analyses across all workspaces. |
| Organization Owner | Administer the organisation and its workspaces. |
Workspace-level roles
Apply to a single workspace.| Role | Permissions |
|---|---|
| Workspace Viewer | View analyses within the workspace. |
| Workspace Editor | Create and view analyses within the workspace. |
Step-by-step
Open Settings
Log in, click your initials in the top-right corner, then click Settings to manage users and roles.
Invite a new member
From Members, click + Invite, enter the user’s email, and pick an organisation role (Guest, Viewer, Editor, Owner).
New emails receive a welcome email. Existing Guest users are granted access without an email notification.
Manage roles for existing users
From Members, view all users with their organisation role. Select a user to update their role (e.g. Editor → Viewer) or remove them.
Create and manage workspaces
Open the Workspaces list.Assign a workspace name and a credit limit. Credits allocated at the organisation level can be distributed across workspaces as you see fit.
New workspace creation is only available on the Enterprise plan. The Pro plan ships with a single workspace.
Add users to a workspace
Click Invite Member, enter the email, then assign a workspace role (Viewer or Editor).
What’s next
API Keys
Issue and manage API keys for integrations.
Credit System
Understand how usage is metered.