Where to manage members
Open the workspace switcher at the top of the sidebar and choose Organization Settings, then Members. Here you can see how many seats you use, add members and change roles.Roles
Owner
Manages the organization: settings, members and access.
Member
Works in the workspaces: dashboards, prompts, competitors and day-to-day optimization.
Adding people
Under Organization Members, click Add member to invite someone by email. Each member shows a Role and a Status (for example Active or Invited). You can also let people join on their own:- Domains: add your company’s email domains (for example
yourcompany.com) and verify them. - Invite link: share a link so people with an allowed email domain can join. Anyone who joins with the link is approved automatically.
- Member invites: allow members to invite others by email.
- New member approval: choose whether people joining through discovery or member invites are added automatically or need admin approval.