Users in Your Team vs. Sub-Accounts in Workspaces

The users you add to Workspace differ from those you add to the master account team.

1. Master Account Team Users:

  • Added via the Team Management tab.

  • Have access to all master account data sources.

2. Workspace(s) Users:

  • Added via the Workspace Management tab

  • Only see data connected to Workspace.

  • Cannot invite new users.

  • Cannot manage account billing.

  • Users invited to Workspace are on the Agency plan.

  • They do not have a trial or free plan, nor do they need to activate the product or pay for it

The master account owner fully controls their capabilities and can disable their sub-account or access to data at any time.

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