User Roles & Workspaces

Manage members, roles and workspaces from the Share Of Model settings as an organisation owner.

The User Roles and Workspaces management feature lets organisation owners govern access for team members across an organisation and its workspaces.

From the platform, organisation owners can:

• assign roles at the organisation level (for cross-workspace access),
• set granular permissions at the workspace level,
• create workspaces and allocate credits per workspace.

Key terms

Term	Definition
Organization	The higher-level account for a company or holding.
Workspace	Sub-level environment within an organisation (e.g. brands or teams).
Role	Defines a user’s permissions, at organisation level and at workspace level — see below.
Admin / Owner	Primary user able to manage roles, workspaces and members.

User roles

Organisation-level roles

Apply across all workspaces in the organisation.

Role	Permissions
Organization Guest	No special org permissions — set permissions per workspace.
Organization Viewer	View all workspaces and analyses.
Organization Editor	View and create analyses across all workspaces.
Organization Owner	Administer the organisation and its workspaces.

Workspace-level roles

Apply to a single workspace.

Role	Permissions
Workspace Viewer	View analyses within the workspace.
Workspace Editor	Create and view analyses within the workspace, and create workspace API keys.

How organisation roles carry into workspaces

An organisation role grants an implicit workspace role everywhere in the organisation, so you rarely need to assign both:

Organisation role	Implicit role in every workspace
Organization Owner	Workspace Editor
Organization Editor	Workspace Editor
Organization Viewer	Workspace Viewer
Organization Guest	None — assign a workspace role explicitly

Organization Owner and Organization Editor both inherit the same level — Workspace Editor. Administering the organisation happens at organisation level; it does not grant extra rights inside an individual workspace.

Use Organization Guest when someone should only reach specific workspaces: the role grants nothing on its own, so their access is exactly the workspace roles you assign.

Step-by-step

1. Open Settings

   Log in, click your profile icon in the bottom-left corner, then click Settings to manage users and roles.

   

   Open the Settings panel

   Settings exposes two main sections: Workspaces and Members.

2. Invite a new member

   From Members, click + Invite, enter the user’s email, and pick an organisation role (Guest, Viewer, Editor, Owner).

   

   Invite a member

   New emails receive a welcome email. Existing Guest users are granted access without an email notification.

3. Manage roles for existing users

   From Members, view all users with their organisation role. Select a user to update their role (e.g. Editor → Viewer) or remove them.

   

   Manage existing users

4. Create and manage workspaces

   Open the Workspaces list.

   How many workspaces you can create depends on your plan:

   Plan	Workspaces	Users
   Pilot	1	10
   Starter	1	10
   Suite	5	30
   Enterprise	10	50

   Assign a workspace name and a credit limit. Credits allocated at the organisation level can be distributed across workspaces as you see fit.

   

   Create a workspace

5. Add users to a workspace

   Click Invite Member, enter the email, then assign a workspace role (Viewer or Editor).

   

   Invite to workspace

6. Manage workspace permissions

   Update permissions for users with an organisation role of Guest within the workspace.

   

   Manage workspace permissions

What’s next

API Keys

Issue and manage API keys for integrations.

Credit System

Understand how usage is metered.