Organize workspaces and invite teammates
Understand hierarchy, roles, and who can manage what.
The workspace hierarchy
Agencies may create Groups and Accounts. Groups may create Accounts. Accounts represent individual businesses and own their connections and operational data. Standalone Groups and Accounts can also exist directly under the platform.
A person may have different roles in multiple workspaces. Permissions can inherit downward, but access to a child workspace does not grant access to its parent or siblings.
Invite someone
Open Team & access in the intended workspace. Choose the teammate's email and a role you are permitted to grant. Invitations expire after seven days and can be revoked or resent.
An Agency Admin is not a Platform Super Admin. Super Admin access is separate from membership roles.
Support visibility
A ticket belongs to its requester and, when selected, its workspace. Workspace members with support.manage can help with tickets in their authorized hierarchy. Platform support can manage all tickets. Internal support notes remain visible only to Platform Super Admins.