Team members
Invite teammates by email. Pick a role: owner, admin, editor, or viewer. Roles map to what they can do across the workspace.
Inviting
Settings → Team → "Invite member." Enter their email, pick a role, send. They get an email with a setup link.
Roles
- Owner — full access. Can change billing, delete the workspace, transfer ownership. There must always be at least one.
- Admin — full access except billing and member management.
- Editor — can edit contacts, agents, pages, automations. Can't delete the workspace or change settings.
- Viewer — read-only. Sees data, can run reports, can't change anything.
Role per workspace
Roles are per-workspace, not per-account. Same person can be an owner of one workspace and a viewer of another.
SSO and provisioning
Email + password and Google sign-in are the supported methods today. SAML SSO is on the roadmap for the Agency tier — see Plan tiers.
Removing a member
Settings → Team → row menu → "Remove from workspace." Their access ends immediately and any sessions are revoked. Their account on SeldonFrame stays — you're only removing them from this workspace.