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Invite your team

Adding teammates, role permissions, and the difference between workspace members and project guests.

3 min readUpdated May 30, 2026

Seats are unlimited on Pro and Enterprise plans. There's no per-seat math to do — invite the whole team. Roles control what each person can see and do.

Adding teammates

  1. Go to Settings → Teammates.
  2. Click "Invite" and enter one email per line (or paste a comma-separated list).
  3. Pick a role for the whole batch (you can change individuals later).
  4. Hit "Send invites." Invitations expire after 7 days; resend from the pending list.

Roles

  • Owner — full control, including billing. Usually 1-2 people on the team.
  • Admin — everything Owner can do except billing. Most senior team members live here.
  • Member — full access to all projects in the workspace. Can't manage teammates or billing.
  • Guest — scoped to specific projects. Used for clients on agency plans + contractors.

Agencies: use Guests for clients

Guest seats are project-scoped and don't count against your client's perceived team size when they see a branded report. Each client gets their own Guest with view-only access to just their data.

SSO + SCIM

On Enterprise plans, SSO and SCIM are available out of the box. SSO replaces email-based invites with whatever identity provider you use (Okta, Azure AD, Google Workspace, JumpCloud). SCIM auto-provisions and de-provisions seats based on group membership — when someone leaves, their access disappears the same day.

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