Adding a new member
Click the Invite Member icon on the sidebar.
Enter the user’s email address and choose a Role:
• Admin – Full access to manage resources, invite members, and modify settings.
• Editor – Can edit content but cannot invite or manage members.
• Viewer – Read-only access, cannot edit content or invite members.
Click Add to send the invitation. The user will receive an email invite to join this specific Space.
Manage and remove members
If you go to Settings > Spaces > Members you will see the members list inside the specific space.
Inside the Members list, you can see who’s active, their role, and remove or edit their access anytime.
Click the pencil ✏️ to change role, or the trash 🗑️ to remove.
Troubleshooting
Invite not received: Ask the user to check their spam folder or verify that the email was entered correctly.
User can’t see reports or brands: Ensure they’re added to the correct Space
To understand Account-Level access vs Space-Level access, see this article