# Your team: members, roles and workspaces > Add teammates to your workspace with a role, change or remove them, and switch between the workspaces you belong to. Applies to: FunnelCreative Commercial, Pro, Campaign Vault · Audience: humans Web page: https://staging.funnelcreative.com/docs/team-and-roles ## Who can do this - Everyone in a workspace can see its member list. - The owner and admins can add and remove people. Admins can only add and remove members and viewers. - Only the owner can change someone’s role. Your team works under the workspace’s plan. See [Plans and what each includes](https://staging.funnelcreative.com/docs/plans-and-access.md). ## The four roles Every person in a workspace has one role: - **Owner**: the account the workspace belongs to. There is one owner, and ownership can’t be passed to someone else. - **Admin**: everything a member can do, plus adding and removing members and viewers, exporting data, deleting leads and editing brand kits. - **Member**: creates, edits and publishes funnels, and works the lead inbox. A member can’t export or delete leads, export data or add people. - **Viewer**: reads funnels, publishing status and analytics. A viewer never sees leads. When you pick a role in the invite form, the form describes it in one line, for example **Viewer: reads funnels, publishing status and analytics. Never sees leads.** | What you can do | Who can do it | |---|---| | See funnels, versions and what is live | Owner, Admin, Member, Viewer | | Create a funnel | Owner, Admin, Member | | Edit a funnel | Owner, Admin, Member | | Publish or roll back a funnel | Owner, Admin, Member | | Unpublish a funnel | Owner, Admin, Member | | See leads | Owner, Admin, Member | | Change a lead’s status or notes | Owner, Admin, Member | | Delete a lead | Owner, Admin | | Export leads as CSV | Owner, Admin | | Invite a teammate | Owner, Admin | | Change someone’s role | Owner | | Remove a teammate | Owner, Admin | | Edit a brand kit | Owner, Admin | | Save a preset | Owner, Admin, Member | | Install a Campaign Vault pack | Owner, Admin, Member | | Delete the workspace | Owner | A viewer who opens a funnel’s **Leads** tab or **All leads** sees **Viewers can’t see leads: they’re your visitors’ personal details.** Leads hold your visitors’ names, email addresses and answers, so only owners, admins and members can open them. See [Privacy and your leads](https://staging.funnelcreative.com/docs/privacy-and-your-leads.md). FunnelCreative checks every action on the server as well as in the app. If your role doesn’t allow something, the app says **Your role in this workspace can’t do that.** (on the **Members** card it adds “Nothing changed.”) ## Open the member list 1. In the sidebar, under **SETTINGS**, click **Account & data**. 2. The first card is **Members of **. It lists each person’s email address and role. Next to a name you may see: - **· you**: that is your own membership. - **· hasn’t signed in yet**: the person was added but hasn’t signed in since. ## Invite a teammate 1. On **Members of **, click **Invite a teammate**. 2. Type their address under **Email address**. 3. Choose a **Role**. The owner can choose **Admin**, **Member** or **Viewer**. An admin can choose **Member** or **Viewer**. 4. Click **Send invite**. To stop, click **Cancel**. The card then says ** can now sign in to as . No email was sent: tell them to sign in with this address.** > Note: FunnelCreative doesn’t email your teammate. Tell them yourself that they have been added, and which email address to use. ### What your teammate does 1. They go to [the sign-in page](https://staging.funnelcreative.com/login) and sign in with the address you added. See [Signing in and out](https://staging.funnelcreative.com/docs/sign-in.md). 2. After signing in, they land in their own workspace, not yours. If that workspace has no plan, they see **Your account doesn’t include FunnelCreative funnels yet. Drafts you make are saved in this browser.** 3. They open the workspace menu at the top of the sidebar and choose your workspace under **Your workspaces**. Every sign-in starts in the person’s own workspace, so they switch to yours each time they sign in. ## Change someone’s role Only the owner can do this. 1. On **Members of **, find the person. 2. Choose the new role in the list next to their name. 3. Click **Change role**. The card says ** is now .** You can’t change the owner’s role or your own role: the role list doesn’t appear next to those names. ## Remove someone 1. On **Members of **, click **Remove** next to the person. 2. The card asks **Remove ?**. Click **Remove** to confirm, or **Cancel**. The card says ** was removed from .** The person can no longer open this workspace. Their own account and their own workspace are not touched. - The owner can remove anyone except the owner. - An admin can remove members and viewers, but not another admin or the owner: **Remove** doesn’t appear next to them. - Nobody can remove themselves here. **The owner can’t be removed.** ## Workspaces and the workspace switcher A workspace holds funnels, leads, brand settings and a team. Every account has one workspace of its own. It is set up with your first purchase or sign-in and is called **My workspace**. You get access to other workspaces only when their owner or an admin adds you. ### Switch workspace 1. At the top of the sidebar, click the workspace name. Under it you see your role there and your email address. 2. The menu **Your workspaces** lists every workspace you belong to, with your role in each. The one you are in is marked **· current**. 3. Click another workspace. It shows **Opening…** while it works. The app reopens on **My funnels** in that workspace. Every screen then shows that workspace’s funnels, leads and settings. If a funnel has changes that haven’t reached the workspace yet, the app first asks **Some changes haven’t been saved to your workspace yet. Switch workspace anyway?** ### What you can’t do with workspaces - You can’t create another workspace. - You can’t rename a workspace. - You can’t move a plan from one workspace to another. - You can’t hand the owner role to someone else. ## Limits - One owner per workspace. Ownership can’t move. - Roles you can give: **Admin**, **Member** and **Viewer**. - Adding someone sends no email. - Viewers never see leads. ## If something goes wrong - **The invitation wasn’t saved.** followed by **Something went wrong on our side. Nothing was changed; try again.** This also appears when the address is already a member of the workspace. Check the member list first. - **We couldn’t open that workspace. Nothing changed; try again.** The switch didn’t happen. Try again, or reload the page. - Your teammate can’t see your funnels: they are probably still in their own workspace. Ask them to switch to yours from the workspace menu. - Your teammate gets no sign-in email: check they typed the exact address you added. See [Troubleshooting](https://staging.funnelcreative.com/docs/troubleshooting.md). ## Related - [Signing in and out](https://staging.funnelcreative.com/docs/sign-in.md) - [Plans and what each includes](https://staging.funnelcreative.com/docs/plans-and-access.md) - [Your lead inbox and CSV export](https://staging.funnelcreative.com/docs/leads.md) - [Export your data, delete leads on request, close your account](https://staging.funnelcreative.com/docs/account-and-data.md) - [Screen map: every screen, tab and button](https://staging.funnelcreative.com/docs/app-map.md)