Team members and permissions

Clarify workspaces are built for teams. The Owner controls who's in and what each person can do, so a volunteer can triage comments without being able to post in the politician's name.

Inviting someone

1. Go to Settings > Team.
2. Enter their email under Invite colleagues and click Send invite.
3. They receive an email link. Following it creates their account (with the same mandatory 2FA setup) and adds them to your workspace.

Pending invites are listed with their expiry date and can be cancelled before they're accepted. How many members you can have depends on your plan: Starter 1, Pro 5, Agency unlimited. Pending invites count toward the limit.

The permissions

Each member can be granted any mix of:

• Post replies. Post replies to the platforms. Anyone can draft; this gates the actual posting.
• Hide comments. Hide and unhide individual comments.
• Bulk actions. Use bulk hide and bulk reply.
• Edit settings. Change AI, alert, workspace, and media listening settings.
• Manage users. Invite members and edit their permissions.
• Manage pages. Connect and disconnect Facebook Pages.
• Manage billing. View and change the subscription.
• Publish posts. Schedule and publish posts to your connected accounts. Anyone can compose and save drafts; this gates releasing them to the platforms.
• Upload event media. Add photos, video and notes against diary events, for field staff who don't need publishing rights.
• Manage cards. Create and edit digital cards.

Everyone can view comments, the dashboard, and the investigation pages regardless of permissions. The permissions gate actions, especially anything that touches the platforms publicly. Members without a posting permission still have a path to publish: they draft, then send it for sign-off through the Reviews queue. See the Reviews and approvals article.

Editing and removing members

Click the tune icon on a member's row to adjust their permission checkboxes, then Save. The remove icon takes someone out of the workspace immediately. Owners and users with Manage users can do both.

Transferring ownership

Only the Owner can do this. Click the transfer icon on the new owner's row and confirm. You become a regular member and they gain full control, including billing. Do this before leaving an organisation, or before deleting your account if the workspace should live on.