Member Management & Billing

Keep collaboration smooth by controlling who can access the workspace and ensuring billing stays accurate. This guide walks through invitations, role changes, removals, and subscription management.

Inviting Members

1. Navigate to Workspace Settings → Members.
2. Click Invite Member.
3. Enter the person's name and email address.
4. Choose a role or custom permission preset.
5. (Optional) Require multi-factor authentication on first login.
6. Send the invitation.

Invited members receive an email with a secure link that expires after 48 hours. Pending invitations appear at the top of the member list—resend or revoke them anytime.

Managing Existing Members

• Change Role or Permissions: Click the member row → Edit → adjust role or toggle granular permissions.
• Reassign Content: If a member leaves, transfer their scheduled posts and reviews to another teammate before removal.
• Suspend Access: Temporarily disable login without removing the member (helpful for contractors).

All changes are logged with timestamps in the workspace audit trail.

Removing Members

1. Open the member's action menu and select Remove.
2. Confirm you want to revoke access.
3. Choose whether to keep their scheduled posts active or cancel them.
4. Finalize removal.

Removing a member immediately signs them out and revokes tokens. Historical activity and authored posts remain for reporting purposes.

Managing Billing

Payment Methods

• Add credit cards or ACH details from Workspace Settings → Billing.
• Set a primary payment method; add backup methods to prevent failed payments.
• Update billing contact information to control who receives invoice emails.

Invoices and Receipts

• View the invoice history with downloadable PDF copies for each billing cycle.
• Export invoice data as CSV to reconcile with your accounting system.
• Send invoices directly to accounting teammates by adding secondary recipients.

Plan Management

• Compare plan limits (scheduled posts, connected profiles, storage) in the plan comparison table.
• Upgrade or downgrade instantly—changes prorate on your next invoice.
• Track add-on usage (extra workspaces, premium analytics) and manage renewals.

Handling Ownership Changes

• Transfer ownership from Workspace Settings → Ownership. Only Owners can initiate transfers.
• Select the new owner (must already be a member with Admin or higher permissions).
• Confirm transfer; the previous owner becomes an Admin automatically.

Best Practices

• Review member access quarterly, especially after staffing changes.
• Enable billing alerts to notify finance teams about upcoming renewals or failed payments.
• When collaborating with clients, add them as Client Reviewer presets so they can approve content without accessing billing or sensitive data.

For an overview of workspace structure and navigation, revisit Workspace Management Overview. To fine-tune access levels, see Roles and Permissions.