Team & Permissions

Overview

This article explains how to invite collaborators to your Citerra workspace and manage their access roles.

What It Does

You can add users — such as teammates from marketing, content, or analytics — and assign them roles like Admin, Editor, Analyst, Viewer Member, controlling what they see and do.

Why It Matters

Collaborative access ensures your teams can act on insights together, while role-based permissions protect sensitive strategy and data.

How to Invite Team Members

1. 1Go to User > Settings > Team
2. 2Click Invite Member.
3. 3