Workspaces & team

A workspace is where your portfolios, tracked items, and settings live. Plans, quotas, and billing attach to the workspace, so everyone in it shares the same limits and sees the same data.

Roles

Role	What they can do
Owner	Everything, including billing and plan changes
Admin	Everything except billing — invite members, manage roles, create/edit/delete portfolios, manage settings
Analyst	Day-to-day work: create and edit portfolios, add profiles, export CSVs, view analytics — but no member management or deletions
Viewer	Read-only: view analytics and portfolios

Inviting your team

Owners and Admins invite teammates by email from workspace settings. The invitee gets a link that’s valid for 7 days and must sign in with the invited email address to accept. Pending invitations can be revoked at any time.

Seats are limited by plan:

Plan	Team members	Team workspaces
Free	1	—
Starter	3	1
Professional	10	5
Enterprise	Unlimited	Unlimited

Every account includes a personal workspace. Team workspaces come on top of it: Starter can create one, Professional up to five, Enterprise as many as needed.

Multiple workspaces

Starter includes one team workspace alongside your personal one; on Professional and above you can run several — for example one per client, each with its own portfolios, team, and exports. Switch between them from the sidebar.

Tips

• Give clients Viewer seats: they see the dashboards you built without being able to change anything.
• Quotas (exports, comment fetches) are counted per workspace, not per user — a busy team shares the pool.