Members and Roles
Add organization members to a workspace and choose what each of them can do.
Workspace → Members lists who can open the workspace, their role and when they joined.
Add a member
Choose Add member, select an organization member and pick their Workspace role. The list offers only organization members who are not yet in this workspace, for example people who joined before it was created or were removed from it. To bring in someone new, invite them to the organization first; they join every workspace as a Viewer.
Workspace roles
| Owner | Manager | Designer | Reviewer | Viewer | |
|---|---|---|---|---|---|
| View templates, images, batches and creatives | ✓ | ✓ | ✓ | ✓ | ✓ |
| Create and edit templates, images and fonts | ✓ | ✓ | ✓ | ||
| Create, edit and run batches | ✓ | ✓ | |||
| Manage creatives and folders | ✓ | ✓ | |||
| Use connected integrations | ✓ | ✓ | ✓ | ||
| Add, change or delete integrations | ✓ | ||||
| View webhooks and delivery logs | ✓ | ✓ | |||
| Add endpoints and rotate signing secrets | ✓ | ||||
| Edit, test, resend, turn on or off, show secret and delete endpoints | ✓ | ✓ | |||
| Manage members and settings | ✓ |
A typical split: designers prepare templates and fonts, managers produce batches, reviewers check the results.
Change or remove roles
Change roles from the Role list. Changes are held until you choose Save role changes. You can assign roles at or below your own; only Owners can make someone an Owner.
Remove someone from the workspace from their row. Leave workspace removes yourself, and is not offered to workspace Owners.
Removing someone from a workspace does not remove them from the organization or from its other workspaces.
Updated 4 Nov 2026