Invite your team and choose roles

Inviting someone

Owners and admins open Settings, then Members, enter an email and pick a role. The person gets an email with a link that works for 48 hours. They sign in or create an account with that email address, accept, and set up two-step verification before they see any data. You can resend or cancel an invitation from the same page.

Roles

Owner: everything, including managing other owners and deleting the organization. Admin: members, Amazon connections, settings and all data. Member: all data, costs, targets and exports. Viewer: dashboards and plans, read only.

Only owners can make someone an owner or change an owner's role, and nobody can remove the last owner.

Removing someone

Removing a member takes away access to every workspace at once, stops their monthly emails and removes any Google Sheets connection they made. Every invitation, role change and removal is recorded in the audit log.