Members
Invite team members to help manage your project. Control who has access and what they can do with roles.
Members are people you invite to help manage your project. Each member has a role that determines what they can see and do. You can invite colleagues, contractors, or anyone who needs access—and you control exactly how much power they have.
Where to Find Members
Go to Settings in the sidebar, then click Members. You’ll see everyone who has access to the current project. From here you can invite new members, change roles, adjust notification preferences, or remove someone from the project.
Roles and What They Can Do
When you invite someone, you choose their role. Here’s what each role can do:
Owner
Yes
Yes
Yes
Yes
Admin
Yes
Yes
Yes
Yes
Manager
Yes
Yes
Yes
Yes
Operator
Yes
Yes
No
No
Viewer
Yes
No
No
No
Owner – The person who created the space. There is only one owner per space. They have full control over the space and all its projects. Owners cannot be removed or have their role changed.
Admin – Full control like the owner. Typically used for agency staff who manage client projects. Admins can invite members, change settings, and do everything an owner can do within the projects they’re assigned to.
Manager – Can do almost everything: view data, send review requests, reply to reviews, and change project settings. Managers can also invite new members and edit or remove other members (except owners and admins). This is the default role when you invite someone.
Operator – Can view data and perform day-to-day tasks like sending review requests and replying to reviews. Operators cannot change project settings or manage members. Use this for team members who need to work with customers and reviews but shouldn’t modify configuration.
Viewer – Read-only access. Viewers can see customers, reviews, messages, and analytics, but they cannot send requests, reply to reviews, or change any settings. Use this for stakeholders who need to monitor performance without making changes.
Roles are set per project. A person can be a Manager on one project and a Viewer on another. When you invite someone, you choose which projects they can access and what role they have on each.
Inviting a Member
Go to Settings > Members.
Click Invite Member.
Enter their email address.
Choose a role (Manager, Operator, or Viewer).
If you have multiple projects, select which projects they can access.
Click Invite Member.
They’ll receive an email with a link to accept the invite. Once they join, they’ll see the project in their account and can start working based on their role.
Inviting members may require a plan upgrade. If the invite button is disabled or you see an upgrade message, check your plan limits.
Editing a Member
Click a member’s tile to open their settings. You can:
Change their role – Switch between Manager, Operator, and Viewer. Owners and Admins cannot have their role changed.
Adjust notifications – Choose which events they receive email notifications for (for example, new reviews, failed messages, or alerts).
Remove from project – Remove their access to this project. They’ll still have access to other projects they were invited to.
Members can also edit their own notification preferences. They’ll see an Edit button on their own tile.
Resending an Invite
If someone hasn’t accepted their invite yet, you’ll see an “Invited” status on their tile. Click Edit, then Resend Invite to send the invitation email again.
Removing a Member
To remove someone from the project:
Click their tile to open the edit modal.
Click Remove from project.
Confirm the action.
They’ll lose access to this project immediately. If they had access to other projects, those are unaffected. Only owners and admins can remove members.
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