Team Management

Roles

CXOps Cloud supports four user roles:

Role	Create/Edit Content	Approve Content	Publish	Manage Team
Owner	Yes	Yes	Yes	Yes
Admin	Yes	Yes	Yes	Yes
Editor	Yes	No	No	No
Viewer	No	No	No	No

• Owner — full access to everything, including team management and workspace deletion. There’s one owner per workspace.
• Admin — can create content, approve drafts, publish, and manage team invites.
• Editor — can create and edit content but cannot approve, publish, or manage the team.
• Viewer — read-only access to all content and dashboards.

Inviting Team Members

1. Go to Settings > Users & Permissions
2. Click Invite User
3. Enter their email address
4. Select a role (Admin, Editor, or Viewer)
5. Click Send Invite

The invited user receives an email with a link to join your workspace. Until they accept, their invitation shows as pending.

Resending Invitations

If an invitation expires or the email was missed, you can resend it from the Users & Permissions page.

Seat Limits

Seat counts are configurable per deployment. If you’ve reached the deployment’s configured seat limit, an existing member must be removed before a new one can be invited.

Removing Team Members

Owners and Admins can remove team members:

1. Go to Settings > Users & Permissions
2. Find the user you want to remove
3. Click Remove

Removed users immediately lose access. Their past actions remain in the audit log.

Changing Roles

Owners can change any team member’s role. Admins can change roles for Editors and Viewers but cannot promote others to Admin.

1. Go to Settings > Users & Permissions
2. Click the role dropdown next to a user
3. Select the new role
4. Changes take effect immediately

Multi-Workspace Access

When the deployment is configured for multiple workspaces, all team members have access to every workspace. Each workspace has its own brand identity and content, but team permissions apply globally.