Roles and permissions: who can see and do what

Owner

The role with the most control. On top of everything an Admin can do, the Owner can delete the workspace, manage billing (activate or cancel the subscription, change the payment method) and transfer ownership to another member. They can't be removed or have their role changed by others.

Admin

Almost full access to management. On top of everything a Member can do, the Admin can invite and remove members, change roles (except an Owner's), create and configure accounts, enable and disable modules, set up integrations, branding, client portal and the general settings.

Member

The day-to-day operational role. They work on the accounts assigned to them: they can see their data and create or edit dashboards, posts, campaigns, tasks and contacts. They cannot invite members, set up integrations or manage the subscription.

Viewer (Read-only)

Read-only access. They see the dashboards, reports, tasks and posts of the accounts they have access to, but can't create, edit or comment. Ideal for stakeholders who only need to check in.

What happens after inviting a member?

You add members from Settings > Members, with Invite Member: you enter their email and role. The person receives an email with a link to join. When they open it:

• If they're new to MB Suite, they create their account and accept the Terms and Conditions and the Privacy Policy.
• If they already have an account, they just sign in.

Only once they accept do they join your workspace. Until then they appear as a pending invitation, which you can resend or cancel. See Invitations.

Can I control which modules each member accesses?

Yes. Beyond the role, an Owner or Admin can adjust each member's access module by module, with three levels: No access, Read or Edit. So, for example, someone who only handles social can have Edit on Social Media and No access to the rest.

When you repeat the same access scheme, you can save it as a preset and apply it to other members in one go.

Can members be external?

Yes. Since you invite by email, a member can be from your team or an external collaborator —a freelancer or a specialist— you add to manage a part of MB Suite. Combine it with per-module access to scope exactly what they see and what they can edit.

Can I add someone who already uses MB Suite in another account?

Yes. A person can belong to several workspaces. You invite them by email just like anyone else; if they already have an MB Suite account, they accept the invitation and sign in, and then switch between their workspaces from the workspace selector. See Switch between workspaces and accounts.

Do I also manage my clients from Members?

No. Members is your team: internal staff or external collaborators. You don't add your clients there. For a client to see their results, use the Client Portal (designed for clients) or a Viewer role. That way your internal operation stays separate from what the client sees. To understand the difference between your team and your clients, see Workspace and Account: how your clients are organized.

For the CRM, the person must first be a member

CRM sales reps come from the members of your workspace. To add someone as a sales rep, they first have to be added as a member; only then do they become available in the CRM.