Team and roles

Roles

Everyone in a workspace has one of three roles.

Capability	Viewer	Editor	Owner
See Calendar, Performance, Engagement, Inbox, Meetings and Integrations	✓	✓	✓
Chat with svay	—	✓	✓
Creative Space and its Library (sidebar items)	—	✓	✓
Create, retry, approve, reject and publish content	—	✓	✓
Edit Context and brand identity	—	✓	✓
Email campaigns, contacts and automations	—	✓	✓
Connect and disconnect social accounts	—	✓	✓
Approve and decline Inbox items	—	✓	✓
Rate posts, reply to comments, create ads	—	✓	✓
Complete workspace setup	—	✓	✓
Change the weekly plan’s autonomy settings	—	—	✓
Meeting agent settings and Fathom	—	—	✓
Add, remove and re-role members, create invites	—	—	✓
Rename the workspace	—	—	✓
Plans, credits purchases and billing	—	—	✓

Viewer is read-only for content: a viewer sees results and performance, not the tools that made them. Most people who do anything need editor.

Some buttons show to everyone

A few controls, such as Connect on Integrations or Reply on a comment, are visible to viewers even though they cannot use them. A viewer who tries sees “Requires role (‘editor’, ‘owner’), you have ‘viewer’”. Ask an owner to change your role.

A workspace must always keep at least one active owner. The last owner cannot be demoted or deactivated.

Manage members

Owners manage everything from Workspace Admin, in your account menu at the bottom of the sidebar. It has two tabs: Settings and Members. Non-owners are sent back to Home.

On Members you can:

• Add a person by email and role (Viewer, Editor or Owner). This creates their membership immediately. It does not send them anything, so tell them to sign in or sign up with that exact email address.
• Change a role from the row’s role menu. Promoting someone to owner, or changing an owner’s role, asks you to confirm.
• Deactivate a member. They lose access immediately. Deactivated members stay in the list as inactive.

Invite someone

1. In Workspace Admin → Members, find Pending invites.
2. Choose a role, and optionally type the person’s email.
3. Press Create invite.

• With an email: Svay emails the link right away (“Invite link emailed to name@example.com”).
• Without an email: Svay creates the invite and lists a long code. Build the link yourself as https://app.svay.ai/invite/<code> and send it however you like.

Invites work once, expire after 7 days, and can be revoked from the list at any time (“Revoke this invite? The link will stop working immediately.”).

An invite link is a key

Anyone who opens an invite link first gets the role, even if you typed a different email on it. Treat it like a password: send it privately, and revoke it if it went to the wrong place.

What the invited person does is covered in Sign-in and security.

Seat limits

Your plan sets how many people a workspace can have, counting active members and unexpired pending invites, owner included.

Plan	People, including the owner
Growth	2
Pro	5
Enterprise	No limit

If you reach the limit, Svay says “Team limit reached, including pending invitations. Remove a teammate or revoke an invitation first.” Revoke an invite or deactivate a member to free a seat. If a subscription is not active you see “An active plan is required to add teammates.” After a downgrade, members beyond the new limit lose access (“Your seat is outside this plan’s team allowance. Ask the owner to manage the team.”) but are kept in the list. See Credits and billing.

Troubleshooting

I cannot see Creative Space, Email, Ads or Context in the sidebar. Those items need the editor role. Ask an owner to change yours.

Someone cannot sign up with the address I added. They must use that exact email address.

I cannot find the invite link. Svay lists only the code. Add https://app.svay.ai/invite/ in front of it, or type an email when you create the invite so Svay sends it.

“A workspace must keep at least one active owner” or “You cannot deactivate the only active owner”. Promote another person to owner first.