Team and roles

Bring other people into your workspace and, if you want, limit each of them to particular clients.

Seats by plan

Free and Solo are single-seat. Studio includes 3 seats, Agency 6, and Agency Pro 12. Enterprise is unlimited.

Roles

There are two:

• Owner — full access, including team management, workspace settings and deleting the account
• Member — documents and clients they’ve been given access to, plus whichever of the permissions below you grant them

What a member is allowed to do

Beyond which clients a member can reach, you choose what they can do in them. Six permissions, set per person when you invite them and changeable afterwards from Settings → Team.

Permission	Default	What it allows
See analytics	On	Read how documents are performing, export the figures, build client reports
Set prices	On	Decide what a paid document costs and see what it has taken. Refunds stay with you
Send file transfers	On	Compose and send large files to people outside the workspace, under your brand
Edit client settings	Off	Rename a client and change its logo, reader theme, background and page layout
Delete documents	Off	Remove a document and its share links from a client they can reach
Handle billing	Off	See and download invoices, change the plan, update the card

Two of these are worth a closer look before you grant them:

• Delete documents cannot be undone. The page images are gone, not archived.
• Handle billing lets someone change what you pay. It does not let them refund your own buyers, which stays with the owner.

Defaults are what a member could always do

The three that default to On are exactly what every member could do before these permissions existed, so nobody’s access changed when they were introduced. The three that default to Off have to be granted deliberately.

The custom domain is the one client setting that never moves: it stays with the owner even for a member who has Edit client settings.

Client-scoped access

A member can be limited to specific client workspaces. Someone working on one account doesn’t see the others — not just hidden in the interface, but genuinely unreachable.

If a member tries to reach something outside their access, they get a “not found” rather than a “not allowed”. That’s intentional: a “not allowed” would confirm the thing exists, which is itself a small leak.

Inviting someone

Invite from Settings → Team with their email address and the clients they should see. You can also give their name and choose their permissions at the same time. They get an email with a link to join.

The name is optional and is a courtesy — it means the person shows up as Sam Okafor to the rest of the team rather than as an email address from the moment they accept. If you don’t give one, they’re asked for it themselves when they join, and they can change it any time from Settings → Account. A name you supply is only applied if they don’t already have one, so it can never overwrite what somebody chose for themselves.

Pending invitations hold a seat

An invitation counts against your seat limit from the moment you send it, not from when it’s accepted. If you’re at your limit and an invite is sitting unaccepted, cancel it to free the seat.

Invitations expire after 7 days. Send a new one if it lapses.

Removing someone

Remove a member from Settings → Team. It frees their seat immediately. Their documents stay where they are — removing a person doesn’t remove their work.

Deleting the whole account

An owner can delete the account from settings. This cancels the subscription, then removes your documents, files and data.

It cannot be undone

There’s no restore. Export anything you want to keep — including any lead CSVs — before you start.

If the subscription can’t be cancelled for any reason, deletion stops rather than continuing, so you’re never left with data deleted but a subscription still billing.

Next

Plans and pricing — what happens to seats when you change plan.