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Invite your team and choose their roles

Invite colleagues or clients, give each person the right role, remove people or leave, and switch between workspaces.

Bring colleagues or clients into a workspace so they see the same reports and can work on fixes with you. Each person has a role that decides what they can do.

Roles

There are three roles:

  • Owner: everything, including billing and deleting the workspace.
  • Admin: manage sites, members and settings. Can't change billing.
  • Member: start audits, fix issues and share reports.

In practice, only owners and admins can invite or remove people, open Plan and billing, create public share links, approve changes that agents want to make, and publish content. Only owners can create or revoke API keys, manage billing and make someone else an owner.

Invite people

  1. Open Settings from the account menu at the top right (or from the workspace switcher at the top of the sidebar) and choose Members.
  2. Choose Invite people.
  3. Type or paste email addresses. Each one becomes a chip. A chip that needs a look says why, such as "Check this address".
  4. Choose a role: Member or Admin.
  5. Choose Send invites. The button shows how many invites go out.

Each person gets an email with a link to join this workspace. Until they accept, they appear on the Invited tab, where you can Resend or Revoke the invitation.

Only owners and admins can invite people.

Seats

Each person uses one seat, and an open invitation holds a seat too. The Members page shows how many seats are free. If an invite needs more seats than you have, the invite sheet says so and offers Add seats. Free and Pro include one seat. Team and Agency include more and let you add extra seats. See Billing and plans.

Change a role

  1. On Members, choose the person's row.
  2. Choose their new role. It saves straight away, and the message that appears has an Undo.

Only an owner can make someone an owner or change an owner's role.

Remove someone or leave

To remove someone, choose their row on Members, then Remove from followed by your organization's name at the bottom of the panel, and confirm with Remove. They lose access right away. You can invite them again later.

To leave, choose your own row (marked You), then Leave followed by your organization's name at the bottom of the panel, and confirm with Leave. You lose access right away, and someone will need to invite you again. If you're the only owner, make someone else an owner first.

Accept an invitation

Choose Accept invitation in your invitation email, then Join followed by the organization's name. If you're signed out, choose Sign in to join. If you're signed in with a different email than the one invited, choose Switch account. If an invitation has expired, ask the person who invited you to send a new one.

Switch workspace

If you belong to more than one workspace, choose the workspace name at the top of the sidebar. Your other workspaces are listed under Other workspaces, each with its organization and plan. Choose one to switch.

Updated Nov 2

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Still need a hand?

In the app, open Help in the top bar and choose Contact support. Or email us at support@theobelisk.app.