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Billing and your account

Invite your team to your workspace

Your account supports a team. Invite colleagues instead of sharing a password.

Steps

  1. Go to Settings, then Workspace.
  2. Click "Invite member" and enter their email.
  3. They receive an invitation email and create their own login.

Roles

Owners manage billing, members, and settings. Members can view reports, run Virtual Buyers, and work the Workbench. There is one credit pool shared across the workspace.

A note on shared reports

Emailing someone a report link lets them view that report, but it does not give them an account. If a colleague needs regular access, invite them to the workspace.

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