How to invite users and manage permissions in Metrix
Add people to your workspace and assign them a role that defines what they can see and do.
You can share your Metrix workspace with the rest of your team. Each person you add has an assigned role, which determines whether they can only view information or also manage it.
- 1
Go to Workspace members
From Settings → Workspace members, tap Add member. - 2
Enter the email and choose a role
Enter the person's email and pick their role. If they don't have a Metrix account yet, you'll also set a password so they can sign in. - 3
They're added right away
If they already had a Metrix account, they're added to the workspace instantly with the role you chose. If they're new, they sign in with the email and password you gave them (they can change it afterward from their account).
Step 1 / 3
Available roles
- Owner: full control of the workspace, including the ability to delete it.
- Admin: the same operational access as Owner (manage integrations, alerts, budgets, users and settings), except deleting the workspace.
- Member: read-only access to integrations, metrics, alerts, budgets and WhatsApp. Can also open and reply to support tickets.
Is there a user limit based on my plan?
Yes, each plan allows a different number of members in the workspace. You can see that limit and how many members you currently have under Plan & Billing.