Members and roles: who can do what
Each person in a workspace has a role that decides what they can change, and the plan decides how many people it holds. This page covers the four roles, inviting someone, what they see when the email arrives, and changing a role, removing someone or leaving later. Inviting people starts on the Pro plan, with no seat fees, and handing a workspace to a new Owner works on any plan.
The four roles
What people in a workspace differ in is their role. Roles stack: each one can do everything the role below it can, and a little more.
| Role | As the studio describes it | Usually given to |
|---|---|---|
| Owner | Everything, including billing, owners and deleting the workspace. | The business owner, or the agency lead while a site is being built |
| Admin | Manages members, settings, templates and skills, and moves projects. | A practice manager, an office manager, an agency that looks after the site |
| Editor | Creates, changes and publishes projects. | Designers, marketers, anyone who asks for changes |
| Viewer | Sees projects, previews and analytics, and changes nothing. | An accountant, a partner, a client who only wants to watch |
What each role can do
The invitation window has a short version of this table under What each role can do. The fuller one below follows the checks the studio makes before each action.
| Action | Owner | Admin | Editor | Viewer |
|---|---|---|---|---|
| See projects, previews and analytics | Yes | Yes | Yes | Yes |
| Start projects, ask for changes and publish | Yes | Yes | Yes | No |
| Undo, redo and restore versions, run A/B tests | Yes | Yes | Yes | No |
| Connect or remove a custom domain | Yes | Yes | Yes | No |
| Use templates and save a project as a template | Yes | Yes | Yes | No |
| Edit records, secrets, scheduled tasks and webhooks | Yes | Yes | Yes | No |
| Write, schedule and publish social posts | Yes | Yes | Yes | No |
| Change a project's briks.live address | Yes | Yes | No | No |
| Delete a project, clear its analytics, create or delete its database | Yes | Yes | No | No |
| Move a project to another workspace | Yes | Yes | No | No |
| Rename the workspace, manage skills, make templates public | Yes | Yes | No | No |
| Hire agents and approve what they ask to do | Yes | Yes | No | No |
| Connect or remove the business's social accounts | Yes | Yes | No | No |
| Invite people, change roles and remove members | Yes | Yes, except Owners | No | No |
| Make someone an Owner, or remove an Owner | Yes | No | No | No |
| Billing and deleting the workspace | Yes | No | No | No |
How many people each plan holds
| Plan | People in the workspace, you included |
|---|---|
| Free | 1 |
| Starter | 1 |
| Pro | 3 |
| Studio | 10 |
| Agency | 25 |
Free and Starter are for the owner alone, so inviting people starts on Pro. The heading on Members counts members against the plan, such as 2 of 3 members, with open invitations after it. When the workspace is full, Invite people is greyed out and a note under the table says why, with See what's included, which opens the upgrade window on Bring your team in. Trying to invite past the limit opens the same window. Revoking an open invitation or removing someone frees a place. If a workspace moves to a plan with fewer places, everyone already in it keeps their access; only new invitations are refused. An invitation can't be accepted while the workspace has no room left.
Handing a workspace over is the exception. On any plan, an Owner can invite one person as Owner even when the workspace is full; Invite people then stays open to them, with only Owner to choose. A hand-over can take one place past the plan, and only while no other invitation as Owner is open. See Handing a site to a client.
Invite someone
Open Members
Where: Members
Choose Members under Workspace in the sidebar. You see how many members there are against what the plan holds, such as 2 of 3 members, and a table with Member, Role and Joined. If your role cannot invite, the page says so: "Your role is Editor. An Owner or Admin invites people and changes roles."
Choose Invite people
Where: Members
The Invite people window opens. It reminds you that each person gets an email with a link that works for 7 days, and only for the address it was sent to.
Add the addresses
Where: Invite people
Type or paste them into Email addresses, separated by commas, spaces or new lines. The hint under the box says how many more people your plan has room for. You can invite up to 20 people in one go. A mistyped address is caught before anything is sent, with a note asking you to enter each one like name@example.com.
Pick a role
Where: Invite people
Under Role, choose one. Editor is picked for you. Each choice has its one line description beside it. Admins do not see Owner in the list, because only an Owner can make another Owner.
Send it
Where: Invite people
Choose Send invitation (it reads Invite 3 people when there are three). The page confirms who it was sent to, and anyone who was already a member is named and skipped.
What the invited person sees
The email arrives with the subject "Ana Ruiz invited you to Harbour Physio on Briks" (with your name and workspace), says which role it is for and carries a Join Harbour Physio link. It also tells people without an account to create one with that same email address.
Joining from the link
Open the link
Where: Invitation page
A page titled Join Harbour Physio shows who invited which address, and as which role.
Sign in or create an account
Where: Invitation page
Someone new to Briks chooses Create an account to join and signs up with the invited address. They confirm their email from their inbox, and that link brings them straight back to the invitation. Someone with an account chooses I have an account and signs in.
Join or decline
Where: Invitation page
Join Harbour Physio adds them and opens the studio in that workspace. Decline closes the invitation, and the person who sent it can invite them again later.
If the invitation has run out, been used or been withdrawn, the page says which and asks them to get a new one from you.
Manage open invitations
Invitations that have not been accepted are listed under Invitations, below the members, with the email, the role and a Status such as Expires in 5 days or Expired. Expired ones stay on the list for 30 days so you can renew them. Each row's ••• menu has three choices:
- Send again, which emails the same link. For an expired invitation it reads Renew and send again and gives it another 7 days.
- Copy invitation link, which puts the link on your clipboard so you can send it yourself. It still works for that one address only.
- Revoke, which stops the link working at once. You can invite the person again later.
Change a role, remove someone or leave
Change a role
Where: Members
Pick the new role in the Role menu on that person's row. It saves straight away and the page confirms it, for example "Sam is now an Admin."
Remove someone
Where: Members
Open the ••• menu on their row and choose Remove from workspace, then Remove. They lose access to the workspace's projects at once. Their work stays.
Leave yourself
Where: Members
Open the ••• menu on your own row and choose Leave workspace. The same button is in the Danger zone at the foot of Settings. You cannot leave your only workspace.
The clinic's workspace is on Studio, which has room for 10 people. Priya owns the clinic and is the Owner. Tom, the practice manager, is an Admin so he can invite locum staff and rename things. A freelance marketer is an Editor: she asks for a new treatments page and publishes it. The clinic's accountant is a Viewer and looks at visitor numbers before the quarterly meeting.
Nobody can delete the workspace or change the plan except Priya, and the accountant can look at anything without the risk of changing a word on the site.
Do extra members cost anything?
No. There are no seat fees. Each plan includes its people, you included: 3 on Pro, 10 on Studio and 25 on Agency. Free and Starter are for the owner alone.
Can I give someone access to just one project?
Roles cover the whole workspace. To keep a project apart, move it into a workspace of its own and invite the person there.
The invitation email never arrived. What now?
Ask them to check spam first. Then use Send again, or Copy invitation link and send it yourself.
What happens to someone's work when I remove them?
It stays in the workspace. Removing a person only takes away their access.