Team & roles

Invite members

Open Team in your agency. Only owners and admins can manage the team.
Choose Invite, enter an email address and pick a role (admin, publisher or contributor).
The invitee gets an email with a link. Signing in or creating an account from that link adds them to the agency.

From the same page you can resend or revoke pending invitations, change a member’s role, remove a member and (as owner) transfer ownership to another member.

Roles

Every member can view the agency, create artifacts, upload versions and manage their own AI connections. Beyond that:

	Owner	Admin	Publisher	Contributor
Create artifacts and upload versions	✓	✓	✓	✓
Submit versions for review	✓	✓	✓	✓
Publish, unpublish, review submissions	✓	✓	✓	—
Create share links, file artifacts under clients and spaces	✓	✓	✓	—
Create and edit clients and contacts	✓	✓	✓	—
Manage members, invitations, branding	✓	✓	—	—
Export data, delete the agency, transfer ownership	✓	—	—	—

There is exactly one owner per agency.

Client access levels

Within those roles, you can narrow what a teammate can do on a particular client (or on one of its spaces). Each level includes the ones before it:

Level	Allows
View	Open published work and comment.
Contribute	Also push new versions and edit details.
Approve	Also publish and share with the client.
Admin	Every client. Reserved for owners and admins.

How grants work:

The role is the ceiling. A grant narrows what a role allows, never widens it. Publishers reach at most Approve, contributors at most Contribute.
Without a grant, a member keeps their role’s ceiling on that client.
With a grant, only what it covers is in reach: a whole-client grant covers every artifact of the client; a space grant covers the artifacts filed under that space.
Ethical walls. Turn on a client’s wall and only members with a grant on that client (plus owners and admins) can see it at all.
Artifacts with no client are open to every member.

Anything out of a member’s reach simply doesn’t exist for them — including over MCP.