Workspaces & team
A workspace is where your portfolios, tracked items, and settings live. Everyone in a workspace shares the same limits. Which portfolios each member can open depends on their role.
The plan belongs to the workspace owner and applies to every workspace they own. Usage quotas — CSV exports, comment fetches, and Analyze credits — are counted separately for each workspace.
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 the portfolios shared with them |
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 resent or revoked at any time.
Seats are limited by plan, and pending invitations count toward the limit until they’re accepted, revoked, or expire:
| 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.
Leaving or deleting a workspace
- Members (anyone except the Owner) can leave a workspace from Settings → Members.
- Only the Owner can delete a workspace. Your personal workspace can’t be deleted, and a workspace with an active paid subscription must have its subscription canceled first.
Tips
- Give clients Viewer seats and share each portfolio with them: they see what you built without being able to change anything. Viewers only see portfolios shared with them, plus examples.
- Quotas (exports, comment fetches, Analyze credits) are counted per workspace, not per user — a busy team shares the pool.