Team and roles

• Invite by email from the site's Team tab; the invitation shows its status and expiry beside each pending entry.
• Resending mints a fresh link and the previous one stops working.
• Membership is per site: someone can be an admin on one site and a viewer on another.

A workspace is a team that reaches a group of sites at once, so an agency or a company does not invite each teammate to each site. Manage it under Account → Workspace.

• A workspace member reaches every site in the workspace with their workspace role, including sites added later.
• Someone who is both a workspace member and a member of the site itself gets the higher of the two roles.
• A site's own members are unaffected: a client invited to one site still sees only that site.
• Only a site's direct owner can move it into or out of a workspace, and moving it in also takes owner or admin in the workspace.
• Leaving a workspace, or a site leaving it, ends that access at once: open realtime views close, and the read keys and payment connections the person held on those sites are revoked, as when a site member is removed.
• A workspace role never makes someone a site's billing owner, and only a workspace owner can grant, revoke or invite the owner role.

One member is the billing owner: the site counts against their plan. Two flows exist for changing that, both under Settings:

• Billing transfer: the billing owner nominates a member, who accepts or declines. If the acceptor's plan has no room, the transfer completes and the site pauses until they upgrade; the copy in the flow says so before anyone commits.
• Leaving or being removed: an owner leaving names a successor first, so a site is never left ownerless.