Workspace and billing

Team and roles

Seats are unlimited on every plan. Open Team from the workspace sidebar.

Inviting people

Owners and Admins choose Invite, enter an email and pick a role: Member, Admin or Viewer. Only an Owner can invite an Admin. Ocita emails an invite link.

• The invite is for that address only, and works for 7 days.
• Pending invites lists invites not yet accepted, with Resend and Cancel.
• A workspace can send up to 30 invites an hour.

The person signs in from the link and lands in your workspace. If they already use Ocita, it’s added to their switcher.

Roles

• Owner: billing and plan, deleting brands and the workspace, plus everything an Admin can do.
• Admin: invites, adding, archiving and assigning brands, templates, branding, answer budgets and buying credits.
• Member: sees and works on only the brands assigned to them, and can share their reports.
• Viewer: sees the brands assigned to them and their reports, without changing anything.

	Owner	Admin	Member	Viewer
See brands	All	All	Assigned	Assigned
Edit prompts, competitors and aliases	Yes	Yes	Assigned	No
Check now, using credits	Yes	Yes	Assigned	No
Create and share reports, pin answers	Yes	Yes	Assigned	No
Flag a wrong mention	Yes	Yes	Yes	Yes
Add, archive and assign brands	Yes	Yes	No	No
Change a brand’s answer budget	Yes	Yes	No	No
Create and edit templates	Yes	Yes	No	No
Branding, buying credits, billing details	Yes	Yes	No	No
Invite and remove Members and Viewers	Yes	Yes	No	No
Change someone to or from Admin, remove an Admin	Yes	No	No	No
Change plan, delete brands, delete the workspace	Yes	No	No	No

Giving people brands

Owners and Admins see every brand. Members and Viewers see only the brands they’re given. To give someone a brand, open it, go to Brand settings, and switch them on under Access. A brand’s owner always sees it, whatever their role.

Changing roles

Open a person’s menu in Team and choose a role.

• Make Owner hands over ownership: they become Owner and you become an Admin. Only the Owner can do this.
• The last Owner can’t be demoted or removed.

Removing people

Choose Remove in their menu. Admins can remove Members and Viewers; only the Owner can remove an Admin. Their account stays, and they lose access to this workspace. People can also leave every workspace by deleting their account. See Signing in and your account.

Emails your team gets

Each person chooses their own emails under Account: the Monday digest, real changes, failed runs, report views and budget warnings. See This week and the Monday digest.