How to assign a role when inviting a teammate

Assign a workspace role when inviting a teammate so they join with the right permissions.

Prerequisites

Every invite needs a workspace role (workspace role). Pick the role that matches the job before you send the email.

Steps

Switch to the target workspace.
Open Workspace team (or the org workspaces invite panel for that team).
Enter the teammate’s email.
Select the workspace role (Client Viewer, SEO Executive, custom role, and so on). Confirm you are not inviting them into the wrong client workspace.
Send the invite. Ask them to accept with the invited email (accept invite).
After acceptance, verify they can open expected dashboards and that denied actions return permission errors.

The teammate joins the workspace with the selected role’s permissions. Org-owner account controls stay with the organization owner.