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Invite your team

Add members to your workspace and configure their roles and market access.

Go to Settings and open the Members tab to invite colleagues. Enter their email address, choose a role, and click Invite. They will receive an invitation email with a link to join the workspace.

Available roles

  • Viewer: read-only access to all content sections (campaigns, reporting, tasks, assets, touchpoints, channels, retail media). No access to admin sections.
  • Editor: can create and edit campaigns, tasks, and assets; view-only access to reporting, touchpoints, and channels. No access to admin sections.
  • Admin: full access to all sections including members, settings, billing, and integrations. Only workspace owners can invite admins.
  • Custom: configure access section by section (Edit / View / Hidden). Seeded from an existing preset to make it easy to fine-tune.

Market access

If your workspace has more than one market, you can restrict a member to specific markets. By default, new members have access to all markets. Market restrictions apply to campaigns, reporting, and assets.

Member limits

The number of members you can invite depends on your plan. Starter plan allows 1 member (the owner only). Pro plan supports up to 10 members. Business and Enterprise plans allow unlimited members.

Workspace owner

The person who created the workspace is the owner. The owner role cannot be changed or removed and always has full access to everything.