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How to invite your internal team into a client workspace

Invite internal SEO operators into a specific client workspace with the right workspace role.

Prerequisites

  • Permission to invite members into the workspace; suitable custom or pack roles

Internal teammates should join only the client workspaces they staff. Assign a workspace role that matches their job — not org-owner powers.

invite your internal team into a client workspace
invite your internal team into a client workspace

Steps

  1. Switch to the client workspace in the header.
  2. Open Workspace team (or the invite flow from Organization → Workspaces for that team).
  3. Invite each operator’s work email and select a workspace role (for example SEO Executive or Agency Manager — not Client Viewer unless they should be read-only).
  4. Do not grant organization-owner access via workspace roles — billing, Role Management, and org notifications remain org-owner only.
  5. Ask invitees to accept from their email (accept a workspace invite), then confirm they see the correct projects under Projects.
  6. Optional: keep the end client off the invite list until dashboards have data, then use a read-only role.

Outcome

Internal operators can work in the client workspace with the permissions of their assigned role, without seeing other clients’ workspaces they were not invited to.