Members and roles

Everyone in a workspace has a role. Owners and admins manage members on the Members page.

Roles

Role	Can
Owner	Everything, including managing other owners. A workspace always has at least one owner.
Admin	Manage brands, brand settings and members, and see usage.
Editor	Manage questions, competitors, scouts and the fix log; run scouts, audits and AI tasks. Sees every brand.
Client viewer	Read only, and only the brands you choose. Ideal for agency clients.

Each role includes everything the roles below it can do. Credits are shown to editors and above.

Add a person

1. Open Members and find Add a person.
2. Enter their Email and choose a Role.
3. For a Client viewer, tick the brands they can see under Brands they can see.
4. Choose Add person.

They can sign in straight away at geo.lacleo.ai with that email, with Google or an emailed code. No password or invitation email is needed, so tell them yourself that they have access.

Agencies

Create one workspace for your agency, add each client as a brand, and add your client’s team as client viewers of their own brand only. They see their dashboards, answers and reports, and nothing else.

Change or remove access

• Change someone’s role or brands in the list and choose Save.
• Remove takes away their access to the workspace.
• Only an owner can add, change or remove an owner.