Members

Members are people you invite to help manage your project. Each member has a role that determines what they can see and do. You can invite colleagues, contractors, or anyone who needs access—and you control exactly how much power they have.

Where to Find Members

Go to Settings in the sidebar, then click Members. You’ll see everyone who has access to the current project. From here you can invite new members, change roles, adjust notification preferences, or remove someone from the project.

Roles and What They Can Do

When you invite someone, you choose their role. Here’s what each role can do:

Owner – The person who created the space. There is only one owner per space. They have full control over the space and all its projects. Owners cannot be removed or have their role changed.

Admin – Full control like the owner. Typically used for agency staff who manage client projects. Admins can invite members, change settings, and do everything an owner can do within the projects they’re assigned to.

Manager – Can do almost everything: view data, send review requests, reply to reviews, and change project settings. Managers can also invite new members and edit or remove other members (except owners and admins). This is the default role when you invite someone.

Operator – Can view data and perform day-to-day tasks like sending review requests and replying to reviews. Operators cannot change project settings or manage members. Use this for team members who need to work with customers and reviews but shouldn’t modify configuration.

Viewer – Read-only access. Viewers can see customers, reviews, messages, and analytics, but they cannot send requests, reply to reviews, or change any settings. Use this for stakeholders who need to monitor performance without making changes.

Inviting a Member

1. Go to Settings > Members.
2. Click Invite Member.
3. Enter their email address.
4. Choose a role (Manager, Operator, or Viewer).
5. If you have multiple projects, select which projects they can access.
6. Click Invite Member.

They’ll receive an email with a link to accept the invite. Once they join, they’ll see the project in their account and can start working based on their role.

Editing a Member

Click a member’s tile to open their settings. You can:

• Change their role – Switch between Manager, Operator, and Viewer. Owners and Admins cannot have their role changed.
• Adjust notifications – Choose which events they receive email notifications for (see Notifications below).
• Remove from project – Remove their access to this project. They’ll still have access to other projects they were invited to.

Members can also edit their own notification preferences. They’ll see an Edit button on their own tile.

Notifications

When you click a member’s tile, a Notifications section appears in the edit modal. You can turn specific notification types on or off for that person:

• New Reviews – Sent when customers leave new reviews or ratings. Useful for staying on top of feedback and reputation.
• Imports – Sent when customer or review imports finish. Helps you know when bulk data has been added.
• Sent Replies – Sent when reviews are automatically replied to. Keeps you informed when automated responses go out.
• Weekly Reports – A summary of activity sent once per week. Good for a high-level view of reviews, ratings, and engagement without daily emails.

Check the boxes for the notifications you want that member to receive, then click Save.

Resending an Invite

If someone hasn’t accepted their invite yet, you’ll see an “Invited” status on their tile. Click Edit, then Resend Invite to send the invitation email again.

Removing a Member

To remove someone from the project:

1. Click their tile to open the edit modal.
2. Click Remove from project.
3. Confirm the action.

They’ll lose access to this project immediately. If they had access to other projects, those are unaffected. Only owners and admins can remove members.