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Invite your team and pick roles

Invite people to your workspace and give each one a role: owner, admin, member, viewer or billing.

Your assistant · Pozy connectedExample
Post the launch video to TikTok, Reels and Shorts tomorrow at 9, and answer anyone who asks about price.
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I found @acme on TikTok, Instagram and YouTube. Here is the plan:

  • TikTok video, public, comments on
  • Instagram reel, shared to feed
  • YouTube Short, “Dark mode is here”
  • Tue 3 Nov, 09:00 Europe/Madrid · comment-to-DM on “price”

Shall I schedule it?

Yes, go ahead.
create postcreate comment automation

Scheduled on 3 platforms. I will reply to price questions with a DM.

The role decides what each person can see and change. It also applies to any AI they connect, because an AI acts with the role of the person who signed it in.

#The five roles

Role Can do
Owner Everything, including the plan, payment, single sign-on and deleting the workspace. One per workspace
Admin Runs the workspace day to day: the team, settings, API keys. Can see billing but not change it
Member Posts, replies, runs ads and automations
Viewer Looks at everything. Every change is refused
Billing Payment methods, invoices and usage only. Sees no posts or messages

#Do it in the dashboard

  1. Open Team in the sidebar and choose Invite.
  2. Type their email. Or leave it empty to make a single-use link you share yourself.
  3. Pick a Role.
  4. Under Profile access, choose All profiles or Specific profiles. Specific profiles keeps them to some projects only.
  5. Choose Send invitation.

To change someone later, open their menu on the Members tab and choose Change role and access. Remove from workspace takes their access away at once.

#Or ask your AI

Who is on my Pozy team, and what role does each person have?

#Good to know

  • Standard is for one person. To invite anyone, move to Team or a bigger plan. Those include unlimited members. See Plans and usage.
  • Only owners and admins can invite people, remove them or change roles.
  • Invitations expire after 7 days and work once. Pending ones are on the Invites tab, where you can resend or cancel them.
  • To invite an admin or billing person, you must add their email. A link alone will not do.
  • The Activity tab shows invites, role changes and removals for 90 days. Owners and admins can see it.
  • Agency client? Give them Viewer, so they can follow posts and numbers without changing anything. Or share just their project: see Share one project with someone.
  • When someone leaves, remove them. Their AI connections stop working in your workspace too.

Next: Share one project with someone

Building with the API? The developer guide for this feature.

Go further