Everyone you work with signs in with their own account. There is no shared login, and there are no per-seat charges — you pay for the work your account does, not for the number of people doing it. Invite the whole team.
Access is two separate questions, and the invite form asks both: what can this person reach, and what can they do there.
Who this is for
Anyone running a workspace with more than one person in it: an agency owner adding specialists, an in-house lead adding a contractor, a solo consultant bringing in a freelancer for one project.
What they can reach
Three choices, and the middle one is the most common in agencies.
Every project in this workspace — a full teammate. Includes projects added later. Right for an account manager or a senior specialist who covers everything.
Only the projects I pick — they see those projects and no others. Not greyed out, not listed: the rest of your client roster is invisible to them. Right for a contractor, a junior on two accounts, or anyone you would not show a full client list to.
No existing projects — they start their own — they join an empty workspace and set up their own clients. Nothing already in the account is visible to them. Right for a specialist who brings their own book of business and works under your billing.
You see everything in all three cases, including whatever they create.
What they can do
Workspace roles decide their standing in the account:
- Owner — owns the workspace. Every project, plus billing. You can have several; the last one cannot be removed or demoted.
- Admin — every project, and can invite people. No billing access.
- Billing — invoices, plan and top-ups. No client projects at all, which is what makes it safe for an external bookkeeper.
- Member — the default. Reach depends on the scope you chose above.
Project roles apply when you scope someone to specific projects:
- Admin — everything in that project, including sharing it and inviting to it
- Editor — runs audits and checks, works the queue, spends credits. Cannot invite
- Viewer — reads everything and exports. Cannot change anything or spend
Can they create new projects
A separate switch, because it genuinely varies. A specialist onboarding a client needs it. A contractor hired for two named projects should finish the engagement with two, not five.
Owners and admins always can — the setting describes something you delegate, and you cannot withhold it from yourself.
You can change it later on any member's row, without removing and re-inviting them.
Setting a credit budget while you invite
The invite form has a monthly credit ceiling. Set it here rather than meaning to later, because "later" is the step everybody skips. See Credit budgets.
Handing over the account
Whoever signs up owns the workspace, and that is often not the right person — an accountant setting up billing, or a specialist trialling the product. Invite the real owner as an Owner, and they hold the account alongside or instead of you.
Only an existing owner can appoint another owner. An admin cannot promote themselves.
Revoking access
Remove on any member's row. It takes effect immediately, including any access they held through a team.
The last remaining owner cannot be removed. Appoint another owner first.
When someone is removed, you are offered a sign-up link to pass on. Losing access to an agency workspace is usually the moment a departing specialist or freelancer starts needing their own — and you are the only person positioned to make that offer at the moment it lands.
Next
- Teams
- Credit budgets
- Sharing a client portal