Team members and roles

Who counts as a team member

Team members are the people on your side: designers, developers, writers, project managers. They sign in to the workspace at /app and work across your clients and projects. Client contacts are different. They only see their own portal and do not use a team seat.

Each plan includes a number of team seats. The Usage panel on the Billing page (/app/billing) shows how many you are using.

Roles

Every team member has one role in the workspace:

• Owner. The person who created the workspace. The owner can do everything an admin can, and is the only person who can delete the workspace, transfer ownership, or change or remove an admin. A workspace has one owner.
• Admin. Manages billing, the team, workspace settings, branding, data exports and API keys, as well as all client work.
• Member. Works on projects: uploading deliverables, posting updates, requesting approvals and creating requests.

On Agency, Agency Plus and Scale, roles are finer-grained: only owners and admins can add, edit or archive clients and invite or remove client contacts. On Solo, Freelancer Pro and Studio, every team member has full access to clients and projects. The How roles work note on the Team page shows which applies to your workspace. See team and permissions.

If you are not sure which role to give someone, start with Member. You can change it later.

Invite a teammate

Owners and admins can invite teammates.

1. Open Team in the sidebar (/app/team).
2. Under Invite a teammate, enter the person's email and choose a role (Member or Admin).
3. Select Send invitation. They receive an email with a link to join the workspace.

If they do not have an Ayebridge account yet, they create one when they accept. If they already have one, the workspace is added to their account. A person can belong to several workspaces and switch between them, for example when they freelance for two studios.

Your email address needs to be confirmed before you can invite teammates.

Invitations expire after 7 days. Under Pending invitations, select Resend to send one again, or Revoke to cancel it.

When you reach your seat limit

Ayebridge warns you when you are close to your plan's seat limit. When all seats are in use, you cannot invite more teammates until you remove someone or move to a plan with more seats. Nobody is removed automatically. To change plans, see billing and plans.

Change a role

Owners and admins can change a member's role on the Team page. Only the owner can change or remove an admin, and nobody can change their own role. Role changes take effect right away and are recorded in the workspace's audit log (viewable under Activity on Agency Plus and Scale).

Remove a teammate or leave a workspace

When someone leaves, select Remove next to them on the Team page and confirm. They lose access to the workspace immediately. Deliverables they uploaded, updates they posted and comments they wrote stay in your projects.

If you are an admin or member and want to leave a workspace yourself, select Leave workspace next to your name. The owner cannot leave; transfer ownership first.

Transfer ownership

The owner can hand the workspace to another team member with Transfer ownership on the Team page. If the owner can no longer sign in, email support@ayebridge.com from an address on the workspace and we will explain how to verify the request.

Security for your team

Ask everyone on your team to turn on two-factor authentication. It takes a minute and protects your clients' work if a password is ever exposed. See security and two-factor authentication.