Invite teammates and set their roles
Invite by email, pick a role, and keep a workspace owner at all times.
About 2 minutes · 4 steps · Clients and team
Open Team
It is in the sidebar. Only admins and owners can invite people.
Enter the address and choose a role
A member works on feedback. An admin also adds websites, guests and agent access and invites people. An owner also changes roles and renames the workspace.
The invitee accepts
They get an email, sign in with exactly that address and accept. An invitation works for 14 days. Until then you can withdraw it.
Change or remove people later
Owners change roles on the Team screen. A person who leaves the workspace loses access at once, including their widget sessions. A workspace always keeps at least one owner.
Good to know
- Start includes you and up to 2 more members, Agency has no member limit. Fair-use ceilings apply.
- Someone can belong to several workspaces, for example when they work for two agencies.
Next
- Invite clients without an accountA personal link per client and project. No account, no password.
- Connect Claude to MarginConnect from Claude's directory, approve once, and see your feedback as a board in the chat.
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