Invite your team and set roles

Your agency staff and your clients are two separate groups in TaskJuice. Staff hold an account role (Owner, Admin, or Member) and work across the whole account. Clients are invited into a single workspace and stay there. This page covers inviting staff, understanding what each role can do across workspaces, and handing the Owner role to someone else.

When to use this

Use these steps when you want to:

• Add a colleague to your agency so they can build and run workflows for clients.
• Decide whether someone should be an Admin or a Member.
• Understand why teammates can already see every client workspace.
• Move the single Owner role to another person (for example, when a founder leaves).

To add a client to one workspace instead of your staff, see Account and workspaces. To configure who can edit your branding, see Branding.

Account roles at a glance

Every staff member holds one account role. The role decides what they can do across the entire account.

There is exactly one Owner per account. An Admin can do everything an Admin-tier surface allows, but cannot touch billing, transfer ownership, or delete the account. A Member can build workflows and connections and view everything, but cannot invite anyone, manage workspaces, or change branding.

Invite a teammate

Teammates are agency staff. Inviting one grants an account role and, through that role, access to every client workspace under your account.

1. Open the Team page

   Go to Team in your account navigation (the /team route). You need to be an Owner or an Admin to see the Invite teammate button. Members do not see it.

2. Open the invite dialog and enter an email

   Select Invite teammate. In the dialog titled "Invite teammate," enter the person's email address, for example colleague@agency.com.

3. Choose a role

   Pick Admin or Member. Member is selected by default. Owner is not an option here, because ownership only moves through a transfer (covered below). The dialog help text states: "Admins can invite teammates and clients. Members can build but not invite."

4. Send the invitation

   Select Send invitation. You see the toast "Invite sent to {email}," and the invite appears with status Pending on the Invitations tab.

The invited person receives an email. When they sign in and accept, they gain the account role you chose and immediately have Admin-level access to every workspace in your account.

What clients are, and where you invite them

Clients are your external end customers, not staff. You invite a client from a specific workspace's Clients page, not from the Team page, and the only role they can receive is Client. A Client can view the workspace, trigger manual runs, and rotate their own connected-app credentials, but cannot edit workflows, change settings, or invite anyone. See Account and workspaces for the per-workspace invite flow.

A person can be either staff or a client on a given account, never both. If you try to add someone as a client who already holds an account role on that account, TaskJuice rejects it.

Manage pending invitations

The Team page has two tabs: Teammates (N) and Invitations (N). The Invitations tab is visible only to Owners and Admins.

• Resend issues a fresh invitation. The previous pending invite is revoked and a new one is created with a new 7-day expiry. Only the new invite emails. You see the toast "Invitation resent."
• Revoke cancels a pending invite. Its status changes to Revoked and the link stops working. You see the toast "Invitation revoked."

Invitations carry one of five statuses: Pending, Accepted, Expired, Revoked, or Declined. A pending invite expires after 7 days if it is not accepted.

To remove someone who has already joined, use the Teammates tab. Removing a teammate clears that one account's role from their user record and leaves any other accounts they belong to untouched. You see the toast "Teammate removed."

Cross-workspace visibility

Visibility follows directly from the two role layers:

• Staff (Owner, Admin, Member) see and act on every workspace in the account. There is no way to limit a teammate to a subset of workspaces, and no UI to assign a teammate as Client on one workspace. Account-role access composes to workspace Admin everywhere.
• Clients see only the workspace they were invited into. They reach it through the client portal and never see the agency dashboard or a workspace picker.

If you need a person to have access to some client workspaces but not others, an account role is too broad for that. Account roles grant all-or-nothing access across every workspace in the account.

Transfer ownership

Ownership is a single role, and it moves only through a deliberate transfer. There is no "invite an owner" path.

1. Promote the target to Admin first

   The new owner must already be an Admin on this account. You cannot transfer to a Member or to someone outside the account. If they are a Member, change their role to Admin before continuing.

2. Start the transfer from the Team page

   As the current Owner, open the Team page and choose Transfer ownership on the target teammate's row. The transfer action is visible only to the Owner.

3. Confirm

   In the confirmation dialog, read the copy: "{name} becomes the account owner. You become an admin and can't undo this. Only the new owner can transfer it back. Billing access moves to the new owner." Select Transfer ownership to confirm.

The swap is atomic: you are demoted to Admin and the target is promoted to Owner in one step, so the account always has exactly one Owner. You see the toast "Ownership transferred," and your session refreshes so the change takes effect right away. Billing access moves to the new owner with the role.

For a deeper walk-through of the ownership rules, see Transfer account ownership.

Verify it worked

• After inviting a teammate, the Invitations tab shows the new email with status Pending. Once they accept, they move to the Teammates tab.
• A new teammate can open any client workspace from the account dashboard without a separate invite, confirming cross-workspace access.
• After a transfer, your role on the Team page reads Admin and the new owner reads Owner. Only one row shows Owner.

Troubleshooting

Related

• Account and workspaces: one workspace per client, and how isolation works.
• Roles and permissions: the full capability matrix for every role.
• Transfer account ownership: the ownership rules in detail.