Team
Workspace-level settings — name, members, roles, and shared config.
Team settings are scoped to your workspace, not a single store. Changes here apply to every store the team has access to.
General
Name and basic info for the workspace. Mostly cosmetic — appears in the top-left switcher and on reports.
Members
Screenshot needed
Team members settings showing a list of members with their email, role dropdown, and a Remove button
/screenshots/settings/team-members.pngInvite teammates, change roles, and remove access. Available roles:
- Owner — full access, including billing, team settings, and the ability to delete the workspace. Created automatically for whoever sets the team up.
- Admin — same access as Owner for day-to-day work (manage members, edit team settings, manage all stores and tests).
- Member — can create and run tests, manage ideas and opportunities, and use notebooks. Can't change team settings or billing.
- Guest — read-only on test results and notebooks. Best for clients or stakeholders who only need to review.
Invitations are sent by email. Invitees set up their own password on first sign-in.
Config
Workspace-level config like:
- Default rule packs.
- Scoring overrides (e.g. always include mobile-first weighting).
- Default journey-stage definitions.
Most teams never need to touch this. Defaults are good.
Last updated on