Team roles & reviews

Invite teammates, manage roles and understand what each person can do.

Reviewed 16 October 2026. Available controls depend on your role, plan and service configuration.

Choose an appropriate role

Owner: owns the brand, manages access and billing, and can delete the brand. Manager: manages team access and approved content where the owner’s Agency plan permits; cannot appoint or modify managers or delete the owner’s workspace. Editor: contributes chapter drafts and uploads for approval, and can manage permitted own unpublished files. Viewer: reads published guidance and downloads approved assets; cannot edit or upload. Roles and editing depend on the owner’s active entitlements.

Invite a teammate

Open Workspace → Team access and select the brand under Manage a brand’s team. Enter the teammate’s email, choose an available role and select Create invitation link. Copy and send that link yourself; creating it does not automatically send an email. The recipient must sign in with the invited, verified email and accept. Invitations expire after seven days; revoke and recreate one when needed.

Understand seats and plan roles

Starter includes owner/viewer access; Studio adds editors; Agency adds managers. Pending invitations reserve capacity. Seats are counted across the owner’s brands using distinct email addresses, including the owner. Check the Team access usage display before inviting. Changing an invitation or role cannot bypass the owner’s current plan allowance.

Change or remove access

Owners and authorised managers can select a member’s role and save it, remove a member, or revoke a pending invitation. Only owners can appoint managers or change/remove manager access. Removing access affects the portal immediately but cannot retract previously downloaded files. Review public sharing separately: a public link can still be used without membership.

Approve contributions

Owners and managers with active editing entitlements can use Approve or Reject on pending asset cards. Editors see their own pending work; viewers see approved content. Chapter, colour, logo and introduction-image changes can also require review, but chapter-draft approval controls are not currently exposed in the portal UI. Contact the owner or support to coordinate these cases rather than treating a saved draft as published.

Accept invitations and resolve errors

Use the invitation link or Invitations for you in Team access. A wrong email, expired/revoked link, full team or changed owner plan can prevent acceptance. Ask the inviter to check the address, available seats and role, then issue a new link if needed. Owners can see accepted-invitation notices under Notifications.

Need a little more help?

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