Role model
The same label can be account-wide or attached to a specific workspace grant. Always review both the role and its reach.
Billing visibility and controls vary by role, workspace billing model, and whether the workspace is covered by an account plan. Viewers do not see Plans & Billing in workspace settings.
Invite a teammate
Only account Owners and Admins can invite teammates or change roles.1
Open Members
Go to Settings → Members.
2
Add one or more emails
Enter the teammates you intend to invite. Marketer prevents duplicate, pending, self, and existing-member invitations.
3
Choose access mode
Grant one role across All workspaces, or choose Selected workspaces and set a role for each workspace.
4
Review MCP access separately
If the teammate needs MCP, review seat availability and billing ownership. Workspace access and an MCP seat are related but separate grants.
5
Send and monitor
Send the invite. It remains under Pending invites until accepted.
Manage existing members
For account-wide access, an Owner or Admin can change the member’s all-workspace role. For selected access, expand the member and choose No access, Owner, Admin, Member, or Viewer for each workspace. Removing a teammate from the account immediately removes their workspace access. Review active work, ownership, and MCP sessions first.MCP seats
MCP seats are assigned per member and workspace unless the effective plan provides unlimited seats. Account owners control seat changes that can affect billing. Giving someone workspace access does not automatically authorize their external agent connection.Access review checklist
- Every person uses an individual account.
- Viewers are used for read-only review.
- Selected-workspace access is preferred when someone does not need every workspace.
- Former teammates are removed promptly.
- Pending invites are canceled when no longer valid.
- MCP seats and connected OAuth sessions match current responsibilities.