Roles
Owner
Full access — workspace settings, billing, user management, and data deletion.
Member
Can view all dashboards, manage prompts, and add competitors, but can’t change workspace-level settings.
Inviting people
Invite teammates from your organization or workspace settings and assign a role based on what they need to do. Members are ideal for analysts and account managers who run day-to-day work; reserve Owner for those who manage configuration, billing, and access.Client (viewer) access
On Agency accounts, you can invite a client to a workspace as a viewer. Viewers get read-only access to that workspace’s dashboards so they can follow their metrics without changing the tracking setup. Manage client access under Client Access in Workspace settings. See Setting up your first client for the full flow.| Capability | Owner | Member | Viewer |
|---|---|---|---|
| View dashboards | Yes | Yes | Yes |
| Manage prompts & competitors | Yes | Yes | No |
| Change workspace settings | Yes | No | No |
| Billing & user management | Yes | No | No |