Workspace and admin

Marketer has three administrative scopes. Confirm the scope before changing access, policy, routing, or billing.

Scope map

Scope	Follows	Customer-visible areas
Personal	Your Marketer identity across workspaces	Profile, Authentication, MCP connect, Refer & earn
Workspace	The active workspace in the switcher	Branding, Autofills, Members’ workspace grants, Guardrails, Autonomy, audiences, conversion metrics, Notifications, Plans & Billing, integrations
Account	A qualifying multi-workspace account	Overview, Analytics, Billing, Users, MCP

A page can look identical across workspaces while controlling different provider accounts, policies, audiences, or billing. Confirm the active workspace before every material change.

Settings map

Area	Use it for
Profile	Full name, profile photo, and read-only account email
Authentication	Sign-in identities, password reset, and Sign out everywhere
MCP connect	Personal connected agents, scopes, and workspace grants
Branding & Brand Profile	Workspace identity, approved brand facts, sources, and competitors
Autofills	Advantage+ defaults, naming presets, ad copy, destination, and UTM defaults
Members	Account members, invitations, workspace reach, roles, and MCP seats
Guardrails	Performance targets, currency-bound spend caps, scaling limits, and protected campaigns
Autonomy	Default creation mode and the launch review stop
Audience segments	Reusable Meta segment definitions and reporting roles
Custom audiences	Mirrored Meta Custom Audiences and lookalikes
Conversion metrics	Selected conversion actions shown in Analytics
Notifications	Slack and email delivery, severity floor, and event groups
Plans & Billing	Workspace plan, tokens, usage, payment method, invoices, and workspace deletion

Role basics

Role	Workspace posture
Owner	Full workspace control
Admin	Broad editing and workspace people management
Member	Creates and edits workspace content and settings
Viewer	Read-only; mutation controls are disabled and Plans & Billing is hidden

Account-wide and selected-workspace grants can use the same labels. Always review both the role and its reach in Members and roles.

Move between scopes

Use the top-left workspace switcher for active-workspace context. See Workspace switching.
Eligible account Owners and Admins with at least two active workspaces see Account overview. See Account overview.
MCP connect in personal settings is account-spanning, even though each connection reaches only the workspaces you grant.
Account Users reuses the same account-grain team model as workspace Members; it is not a second membership system.

Recommended setup order

Confirm identity and scope

Review Profile, Authentication, active workspace, and effective role.

Set membership

Invite people with the narrowest all-workspace or selected-workspace reach they need.

Ground the workspace

Build the brand kit, review proposed facts, and configure campaign defaults.

Set policy

Define guardrails and keep Review everything while testing real outputs.

Connect and route

Connect providers, verify coverage, and configure notification delivery.

Review cost and external access

Confirm workspace-versus-account billing and review MCP seats and sessions.

Next step

Start with Workspace switching, then review Members and roles before changing a workspace policy.

Last modified on August 9, 2026

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