Invite your team, assign roles, and scope access per module, from full admin to read-only viewer. Every action is scoped, every seat is tracked.
Every team member gets exactly the modules they need. Admin sees everything. Viewer sees dashboards and client data. Need something in between? Build a custom set.
See your entire team at a glance, who's active, who's invited, who hasn't logged in. The three-dot menu lets owners and admins edit permissions, revoke access, or resend invitations. The AI agent appears as a bot member with its own row, so you always know it's part of the team.
| Member | Status | Last session | Actions | |
|---|---|---|---|---|
| SCSarah Chen | sarah@northwind.digital | Owner | Today | |
| ARAlex Rivera | alex@northwind.digital | Active | Yesterday | |
| JOJamie Okafor | jamie@northwind.digital | Active | 3 days ago | |
| TKTaylor Kim | taylor@northwind.digital | Invited | , | |
| Synup Agent | , | Bot | Always on |
Pick Admin, Manager, Member, or Viewer, each preset fills the module toggles automatically. Need something custom? Toggle any of the 15 modules individually, and the preset switches to Custom. Every module is a simple on/off: on means the team member sees that section, off means it's invisible to them.
Presets are a convenience mapping, not a stored role. Underneath, the database holds three roles, owner, admin, and member, and fifteen module booleans per person.
Presets and per-module toggles are the core. Around them sits the rest of what an agency needs to run a team: a clean invite flow, per-client visibility, multi-workspace membership, lockouts, assignment, and the agent that shows up as one of your own.
Admin, Manager, Member, Viewer. Pick a preset and all 15 module toggles fill automatically.
Toggle any of the 15 modules on or off. The preset switches to Custom automatically.
First name, last name, email, permissions. One dialog, one click, invitation sent. The link expires after seven days and can be resent with a fresh token.
The AI agent shows up as a team member with a Bot badge, always on, always visible in the team table.
Clients are public or private. A private client is visible only to the owner and the members holding an explicit access grant. Set it in the Command Center.
A single login can belong to several agencies, each with its own role and permission set. Pick a workspace after login or switch from the sidebar.
Failed sign-ins are counted and the account locks itself. Owners and admins unlock members from the same three-dot menu.
An owner-only action that spreads every unassigned client evenly across the team in one pass. Existing assignments are left alone.
Link a member's Slack identity so the agent can send standup prompts and task nudges to them directly.
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The details an agency checks before handing logins to staff, contractors, and clients.
Seat policy is unresolved and this answer is deliberately blank. The Entitlement model carries a maxTeamMembers field, but the check against it is commented out in the invite route, so nothing is enforced today. Confirm with product whether the plan limit is coming back before writing a number, or the word "unlimited", into this answer.
Admin has full access to all 15 modules. Manager has everything except Team Management and Agency Settings. Member has basic access to core modules. Viewer has read-only access to dashboards and client data.
Yes. Toggle any module on or off and the preset automatically switches to Custom. You can build any combination you need.
The team member loses access immediately. You can re-invite them later if their role changes.
The AI agent appears as a Bot member in your team table, but it isn't a person you invite. There is no login, no invitation, and no permission set to manage. It is always active.
Yes. Clients can be public (visible to the whole team) or private (visible only to the owner and members with explicit access grants). Set a client to private and grant access to specific team members from the client detail page in the Command Center.
Yes. A single email can be invited to multiple agencies. Each workspace has its own role and permissions. After login, pick which workspace to enter, or switch anytime from the sidebar.
Record changes are logged per tenant in an audit log you can query for the history of any record, and each member's row carries their last session, last login IP, failed sign-in count, and lock state. There is no dedicated team-activity feed today.
Invite your team, drop them into a role, and scope every module down to a single toggle. Owners stay in control; everyone else sees only what they should.