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Managing workspace members and permissions

The Members section allows you to invite teammates, manage workspace access, and control permissions across your organization.

Written by Bozidar Nikolic

Managing Team Members in Your Aimfox Workspace

With flexible permission settings, you can decide exactly which areas of the workspace each team member can access, helping you keep your workspace organized and secure.

Accessing the Members Section

To manage your team members:

  1. Open your workspace

  2. Navigate to Workspace Settings

  3. Open the Members tab

From here, you can:

  • Invite new teammates

  • View existing members

  • Manage roles and permissions

  • Remove members from the workspace


Adding Team Members

  1. Navigate to your workspace settings.

  2. Select the Members tab.

  3. Click on the Invite Teammate button.

  4. Enter the email address of the team member you wish to add.

  5. Assign a role to the new member, such as Member or Admin.### Resolving Workspace Conflicts If a team member has created their own workspace and you want to add them to yours, follow these steps:

  6. Ask the team member to delete their external account connection (e.g., LinkedIn) from their workspace.

  7. Once the external account is disconnected, invite them to your workspace by following the steps outlined above.

  8. Assign them an Admin role initially.

  9. After they manually connect their external account to your workspace, you can change their role to Member if you prefer them to focus solely on managing the inbox.

Removing Members

To remove a user from the workspace:

  1. Open the three dots menu next to the member

  2. Click Remove from workspace

Once removed:

  • The member immediately loses access

  • Workspace data and campaigns remain unaffected

  • The user can be invited again later if needed

Updating Member Permissions

To update a member’s permissions:

  1. Open the three dots menu next to the member

  2. Select Update Permissions

  3. Adjust the required access levels

  4. Save your changes

Permission updates are applied immediately.

Role Management and Permissions

  • Admin Role: Grants full access to workspace settings and member management.

  • Member Role: Limits access to specific functionalities, such as managing the inbox. Only the Owner, or a "Members" admin can change member permissions, and all changes are effective immediately. An Admin can upgrade other Members into Admins, and vice-versa.

Important Notes

  • Permission changes take effect immediately

  • Removed users can always be re-invited later

  • There are no additional charges for adding teammates

  • Workspaces support unlimited member seats

  • Invitation links remain pending until accepted

Users cannot permanently delete their own Aimfox account or workspace data manually. For account deletion requests, please contact support through Live Chat.

Best Practices

We recommend:

  • Giving Full Access only to trusted admins

  • Using Limited Access for clients or contractors

  • Restricting billing and workspace settings permissions

  • Assigning roles (Admin or Member) based on responsibilities

  • Reviewing member permissions regularly as your team grows

A properly configured permission structure helps keep your workspace secure while making collaboration easier for your entire team.

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