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Managing Teams, Roles and Workspace Permissions

Updated this week

What is a Workspace?

A workspace in Psyke is a shared environment where your team collaborates. It contains your campaigns, pages, and settings. Depending on your plan, you may have one workspace (Free and Standard) or unlimited workspaces (Pro).

User Roles

Each team member in a workspace has one of the following roles:

  • Owner – Has full access to everything, including billing and subscription settings. There is one Owner per workspace.

  • Admin – Can manage campaigns, publish pages, and invite or remove team members. Cannot access billing.

  • Editor – Can create and edit campaigns and pages, but cannot publish or manage team members.

  • Viewer – Can see campaigns and pages but cannot make changes.

Inviting a Team Member

  1. Go to Settings → Team.

  2. Click Invite Member.

  3. Enter the team member's email address and select their role.

  4. Click Send Invite. They will receive an email invitation.

Changing a Team Member's Role

  1. Go to Settings → Team.

  2. Find the team member in the list.

  3. Click the role dropdown next to their name and select the new role.

Removing a Team Member

  1. Go to Settings → Team.

  2. Click the three-dot menu next to the team member's name.

  3. Select Remove from Workspace and confirm.

Transferring Workspace Ownership

To transfer ownership to another team member:

  1. Go to Settings → Team.

  2. Find the team member you want to make Owner.

  3. Click the three-dot menu and select Transfer Ownership.

  4. Confirm the transfer. You will become an Admin after the transfer.

Note: Only the current Owner can transfer ownership.

Creating Additional Workspaces (Pro only)

If you are on the Pro plan, you can create multiple workspaces — useful for managing separate clients or brands. To add a workspace, click the workspace name in the top-left corner and select Create New Workspace.

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