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The Team Management page lets you invite collaborators, assign roles, and govern access across your workspace. You’ll find it under Settings > My Team in the sidebar.
Team Management page with a members table listing name, email, role, status, joined date, and action buttons

Members table

The members table gives you a complete view of everyone in your workspace. Each row includes:
ColumnDescription
NameThe member’s display name and avatar
EmailTheir account email address
RolesCurrent role assignment (Admin, Editor, or Viewer) with an Edit button to change it
StatusWhether the member is Active or has a Pending invitation
Joined AtThe date they joined the workspace
ActionsA Remove button to revoke their access
You can sort the table by clicking any column header and filter by status using the Status dropdown at the top right. The search bar lets you quickly find members by name or email.

Inviting a new member

1

Click Invite Member

Click the + Invite Member button at the top right of the page.
2

Enter their email

Type the email address of the person you want to invite.
3

Select a role

Choose Admin, Editor, or Viewer — each role card shows a brief description, and a detailed explanation appears below your selection.
4

Send the invite

Click Send Invite. The invitee will receive an email with instructions to join your workspace.
Invite Member modal showing an email input field, three role options (Admin, Editor, Viewer), role explanation panel, and Send Invite button

Roles and permissions

Citivus uses three roles to control what each team member can do in your workspace. When inviting or editing a member, the role explanation panel shows exactly what each role grants.

Admin

Admins have unrestricted access to manage the entire workspace.
  • Manage users, roles, and invitations
  • Access and modify billing details
  • Configure global workspace settings
  • Remove any member from the workspace
  • Full control over all content and data

Editor

Editors drive day-to-day content creation and management.
  • Create, modify, and organize prompts
  • Manage brands and related assets
  • Access analytics and monitoring
  • Cannot access billing settings
  • Cannot invite or remove users

Viewer

Viewers have safe, read-only access to workspace insights.
  • View prompts and analytics
  • Access monitoring and reports
  • Cannot modify any content
  • Cannot invite or remove users
  • Cannot access configuration or billing
Choose the most restrictive role that still lets the person do their job. You can always upgrade a role later using the Edit button in the members table.

Changing a member’s role

Click the Edit button next to a member’s current role in the members table. A role selector will appear, allowing you to assign a different role. The change takes effect immediately.

Removing a member

Click the Remove button in the Actions column for the member you want to remove. You will be asked to confirm before the member is removed. Once removed, they will lose access to the workspace immediately.
Removing a member is immediate. They will no longer be able to access any workspace data. If you need to restore their access, you’ll have to send a new invitation.
Last modified on February 13, 2026