Members and roles

Surfaced has two levels, and each has its own roles. An organization is the billing entity. It owns workspaces and holds the plan. A workspace is one brand being tracked, with its own prompts, competitors, settings and results. A person can belong to several, with a different role in each. Both vocabularies use the word “Owner” for different things, so say which one you mean when you talk about access.

Organization roles

Set under Settings → Organization → Members. Billing lives here and only here. No workspace role grants it.

Workspace roles

Set per workspace. In practice:

• Changing settings. Owner and manager.
• Adding or removing prompts and competitors. Owner, manager and editor.
• Grading content. Everyone except viewer.
• Inviting people. Owners and managers can invite anyone; editors can invite reviewers and viewers only.
• Deleting the workspace. Owner alone.

How an invitation resolves

When someone joins a workspace, their workspace role is seeded from their organization role: an org owner becomes a workspace owner, an admin a manager, and a member an editor. It is only a default. An admin can set a different workspace role per workspace, which is how you give someone full rights in one brand and read-only access in another.

Choosing a role

Most teams need fewer owners than they think. Owner matters for deleting a workspace and managing other owners. Everything a marketer does day to day, prompts and competitors and settings and content, is covered by manager. Reviewer is the useful one people forget: it grades content and reads results without being able to change what is tracked. It is the right role for a subject-matter expert or an agency reviewer. Viewer is read-only, which makes it right for stakeholders who want the dashboard and should not be able to move a number by editing the prompt set.