Team members

Roles

Every member has one role in the workspace.

Role	What they can do
Owner	Everything an admin can do. The owner can’t be removed, and their role can’t be changed from the Members list.
Admin	Manage members, reports and billing.
Billing	Manage billing and wallet only.
Member	Create and view reports.
Viewer	View reports only.

A few specific rules:

Inviting, changing roles and removing members: owners and admins.
Changing the business name and turning products on: owners and admins.
Topping up the wallet, saved cards and subscription invoices: owners, admins and billing members.
Cancelling, retrying, deleting or sharing a report: the person who ordered it, plus owners and admins.

Go to Organisation > Invite a person.
Enter their Email address.
Choose a Role: Admin, Billing, Member or Viewer. A short description of the role shows underneath.
Select Send invite.

They get an email with a link to join. The invitation expires after 7 days. Until they accept, they show in Members as Pending.

Open the invitation email and select the link.
If you don’t have a KnowYourMarket.ai account yet, create one. You won’t be asked for a business name, because you’re joining an existing workspace.

Go to Organisation > Members.
Find the pending person.
Select Resend to send the email again, or Revoke to cancel the invitation.

The change saves straight away. The owner’s role can’t be changed here.

Members who aren’t owners or admins can’t see the full member list. They see a message asking them to contact an owner or admin.

If you belong to more than one workspace, the top bar shows the name of the one you’re in.

Select the workspace name in the top bar.
Under Switch organisation, pick the workspace you want. Your role in each one shows beside its name.

To see every workspace you belong to, go to Account Settings > Profile > Memberships.