Team Seats and Workspaces
How workspaces work, inviting team members, and managing roles.
Team Seats and Workspaces
Workspaces let you collaborate with your team under one roof — sharing sites, Reps, branding, and the lead inbox.
Seats by plan
| Plan | Workspace seats | Site collaborator seats |
|---|---|---|
| Starter | 1 | — |
| Growth | 3 | — |
| Scale | 10 | — |
| Agency | 25 | 1 per client site |
Workspace seats can access everything in the workspace. Site collaborators (Agency only) are scoped to a single client site — useful for inviting a client contact to view their own leads without exposing the rest of the workspace.
Inviting Workspace Members
- Go to Settings → Team.
- Click Invite Member.
- Enter their email address and pick a role.
- They'll receive an invite link — once they sign up (or log in), they're added to your workspace.
Pending invites appear in the member list with a Pending badge.
Inviting Site Collaborators (Agency)
- Open the site detail page → Collaborators card.
- Add a collaborator by email.
- They get access only to that site's leads, settings, and analytics.
Roles
| Role | Permissions |
|---|---|
| Owner | Full access — billing, members, all sites |
| Member | Create and edit sites/Reps, view leads, use AI features |
Only the workspace owner can manage billing and invite or remove workspace members.
Switching Workspaces
If you belong to multiple workspaces, use the workspace switcher in the sidebar to jump between them.
Removing Members
The owner can remove a member from Settings → Team by clicking the × next to their name. Their content remains in the workspace.
Related Articles
Workspace and site roles
Who can do what at the workspace level and per site, and how personal account settings differ.
Per-Site Collaborators
Invite client stakeholders to a single site without giving them access to your whole agency workspace.
Manual Invoices & PO Numbers
Request a manual invoice with PO number for accounting-led purchasing.