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Team Roles & Workspaces

Workspaces let you organize locations and team members into isolated environments. Each workspace has its own roles and permissions.

Workspaces

A workspace is an isolated environment containing locations, team members, and settings. Members of one workspace cannot see data in another workspace unless they're invited to both.

Use workspaces to separate clients (for agencies), departments, regions, or brands.

Roles

RolePermissions
OwnerFull access. Manage billing, delete workspace, manage all members and locations.
AdminManage locations and settings. Invite/remove members. Cannot delete workspace or manage billing.
MemberView data and draft review replies for approval. Cannot manage workspace resources.
ClientView data and approve or reject reply drafts, subject to the designated approver. Cannot draft replies or manage workspace resources.

Managing workspaces

Create a workspace

Go to Dashboard → Workspaces → New Workspace. Give it a name and optionally assign locations.

Invite members

From workspace settings, enter an email address and choose a role. The invitee receives an email with a link to join.

Change roles

Owners manage all member roles. Admins manage members and clients, but cannot promote users to Admin.

Activity logs

Workspace activity is tracked for audit purposes. Logged events include:

  • Member invitations, removals, and role changes
  • Location additions and removals
  • Settings changes (webhooks, widgets, OAuth)
  • Manual syncs and exports

Plan limits

PlanWorkspacesMembers per workspace
Professional33
Enterprise1010
Agency5025

Limits include the owner and may be adjusted by a custom agreement. Included billable seats are confirmed in your quote. Starter and Personal use a personal account context without team workspaces.