Team and roles
Workspaces have two roles, Owner and Member.
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Everyone in a workspace shares the same campaigns, posts, creators, tags, shortlists, and agent. Each person is an Owner or a Member.
Roles#
| Owner | Member | |
|---|---|---|
| Track posts and accounts, manage campaigns, tag, export | Yes | Yes |
| Use the agent and start sourcing runs | Yes | Yes |
| Build shortlists and send offers | Yes | Yes |
| Add and remove teammates | Yes | No |
| Rename the workspace, set Target CPM and EMV values | Yes | No |
| Edit the agent's name, emoji, role, and brand description | Yes | No |
| Turn scrape decay on or off | Yes | No |
| Change plan, buy AI credits, view invoices | Yes | No |
| Create and revoke MCP keys | Yes | No |
Members can see owner-only settings but can't change them. Your role is shown under Your Role in Settings → Workspace.
Adding a teammate#
Only owners can add people, from the Team tab in Settings. The tab appears for workspaces on a Roar plan; for a program workspace without one, ask your Shortlist contact to add teammates.
- Open Settings → Team.
- Under Pre-add an email, enter their email.
- Choose Member or Owner under Role.
- Select Add.
If they already have a Roar account, they're added immediately. If not, their email is listed under Pre-added emails and they join automatically when they sign up with that address. Pre-added emails don't expire.
Adding the email of an existing Member with the Owner role promotes them. Owners can't be demoted this way.
Removing a teammate#
Owners can remove Members under Current members and cancel pending invites under Pre-added emails. Owners can't remove themselves or other Owners.
Removed members lose access immediately. Posts they tracked and campaigns they created stay in the workspace.
Private shortlists#
Shortlists are the only private items in a workspace. When creating one, choose Workspace to share it or Private to keep it to yourself. See Shortlists.
Questions or corrections? Email hello@shlist.com.