Invite your team and set roles

Owners and admins manage the team on the Organization page: in the sidebar, click Organization. Members see their own access there, and a button to leave.

Roles

Each person in an organization has one role.

Role	What they can do
Owner	Everything an admin can do, and transfer ownership. Each organization has one owner.
Admin	Reach every workspace as an editor. Invite and remove people and change their roles. See Billing. Create workspaces and change workspace settings, such as credit caps. Rename the organization.
Member	Reach only the workspaces an owner or admin gives them, as a viewer or an editor. Members can’t see billing or manage the team.

Only owners and admins see Billing in the sidebar.

Workspace access

Owners and admins reach every workspace. For each member, you choose the access per workspace:

Access	What it allows
No access	The workspace doesn’t show up for them at all.
Viewer	Look at templates, renders, the brand library, the list of API keys (never the secret keys), webhooks, and the settings of dynamic URLs and forms. They can’t save changes, render, use AI tools, upload files or create API keys. They also can’t see or copy dynamic URL and form links, because anyone with a link can spend the workspace’s credits.
Editor	Everything in the workspace: create and change templates, render, use AI tools, and manage the brand library, dynamic URLs, forms, workflows, API keys and webhooks.

Viewers see “View only” in the editor and a note on the pages they can’t change. A member with no access to any workspace sees No workspace yet until someone gives them access.

Invite a teammate

1. In the sidebar, click Organization.
2. Click Invite teammate. To invite someone straight into one workspace, click Invite in that workspace’s row instead.
3. Type their Email.
4. Choose a Role: Member or Admin.
5. For a member, choose No access, Viewer or Editor for each workspace under Workspace access.
6. Click Send invite.

They get an email with a link that works for 7 days. To see what they do next, see Accept an invite.

• Seats. Each member and each pending invite uses a seat. How many seats you have depends on your plan (see pricing). The number next to Organization Members shows how many are used. When all seats are used, Invite teammate is turned off. Revoke an invite or remove a member to free a seat.
• One organization per person. An address that already has its own organization with content in it can’t accept. Invite another address of theirs.
• You can’t invite someone as the owner. To hand over the organization, see Transfer ownership.

Pending invites

Pending invites lists the invites nobody has accepted yet, with their role and access, when they expire, and who sent them. Expired invites stay on the list for 30 days.

• Resend sends a new link that works for 7 more days. The old link stops working. An expired invite needs a free seat to be sent again.
• Revoke stops the link at once and frees the seat.

Change a role

In the person’s row, choose Member or Admin in the Role column.

When you make an admin a member, the app asks you to confirm. After that they reach only the workspaces they have access to. The API keys and webhooks they made in the other workspaces stop working.

Change a member’s workspace access

1. In the member’s row, click Edit under Workspace access.
2. Choose No access, Viewer or Editor for each workspace.
3. Click Save access.

You can also do this from the workspace: click Settings in its row on the Organization page. Under Member access, pick a person in Add member…, choose Editor or Viewer, and click Grant access. Change or Remove access in the same list.

Transfer ownership

Only the owner can do this, and only to an admin.

1. If the new owner is a member, make them an Admin first.
2. In their row, click Transfer ownership.
3. Tick I understand I’ll no longer be the owner.
4. Click Transfer ownership.

They become the owner, and you become an admin. Only the new owner can transfer it back.

Remove a member

1. In the person’s row, click Remove.
2. Leave Give the dynamic URLs and forms they created new links ticked, unless you are sure they never shared those links. Links they could have copied stop working. Update any website that uses them.
3. Click Remove member.

What happens:

• They lose access to every workspace in the organization.
• The API keys they created are revoked. Requests with those keys get 401 INVALID_API_KEY.
• The webhooks they set up are turned off for good.
• Inviting them again doesn’t bring their keys or webhooks back.
• The templates, renders and brand assets they made stay in the workspace.
• Signed URLs that were already made keep working until they expire, because they are signed with the workspace’s key, not a person’s. To stop them, rotate the signing key. See Signed URLs.

Leave the organization

• A member clicks Leave organization on the Organization page.
• An admin clicks Leave in their own row.

The app asks you to confirm. You lose access to the organization’s workspaces, and the API keys you made there are revoked. You get a new, empty organization of your own.

The owner can’t leave. Transfer ownership to an admin first.

Related

• Organizations and workspaces
• API keys
• Troubleshooting