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Members only see the sites they are assigned to. Each assignment carries an access level.

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The three levels

Viewer can look around, chat with Kevin and comment on actions, but change nothing. Editor is the default and covers day-to-day work: prompts, analyses, content. Manager is for someone who fully runs their own site without needing to be an owner: they get the site-scoped destructive actions and can bring people onto their site, but never billing, roles or site deletion. Making someone a Manager or an Owner, the site-access listing, billing, site deletion and connector keys stay owner-only. Owners have implicit full access to every site.

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Setting a level

Owners set levels in two places: Org Admin, Members tab (pick the member, choose sites and a level for each) or Org Admin, Sites tab, Configure, Access. Changes apply within seconds.

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Adding people as a Manager

A Manager adds people from Org Admin, Sites tab, Configure, Access on any site they manage:
  • Add a colleague. Switch on anyone already in the workspace and choose Viewer or Editor.
  • Invite someone new. Enter their email under Invite by email, choose Viewer or Editor and select Invite. When they accept, they can open that site. If the email belongs to someone already in the workspace, they are added to the site straight away.
A Manager can also change a Viewer to an Editor (or back) and remove them from the site. Other Managers, and the Manager’s own access, can only be changed by an owner.

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Requesting access

A member who hits something reserved for Manager sees Request access (or Request manager access) in place. They can add a note explaining why. The request lands in Org Admin, Access requests for an owner to grant or decline, and the member is emailed either way.

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Agencies

The same model applies inside each client workspace. A client login can be given the whole workspace or only specific sites. A client login who is a Manager of a site can open Org Admin from their avatar menu and add people to that site in the same way. See Team and client logins.