Collaborators (Team)
Open Team in the website sidebar. Invite people by email. They accept and then appear as members with a dashboard role:
| Name | Type | Description |
|---|---|---|
Owner | role | Project owner — full control including destructive actions and ownership transfer. |
Admin | role | Full access to settings (keys, tokens, domains, team management). |
Editor | role | Manage and edit content-oriented areas in the dashboard. |
Viewer | role | Read-only dashboard access for this website. |
- Only the owner or an Admin can invite and change roles.
- Admins can typically promote/demote Editors and Viewers; ownership transfer is a separate owner flow.
- A linked-editor badge may appear when a collaborator is also connected as a content editor.
Site users / content editors (Users)
Open Users (Content editors & roles). These accounts sign in on your website — not in the dashboard — to open the overlay and edit content. After you create an editor, assign roles and permissions (including the baseline “everyone” role that applies to all editors).
Who does what
Team → Invite team member → Admin, Editor, or Viewer.
Users → add editor → assign roles for overlay permissions.
Do
- Give marketers and copywriters Users (overlay) access.
- Give engineers and operators Team Admin/Editor for settings and tokens.
- Use Viewer on Team when someone only needs to inspect the project in the app.
Don’t
- Don’t expect a Team invite alone to unlock overlay login on the live site.
- Don’t hand every collaborator Admin if they only need content access in the app.
- Don’t confuse API token
team_managerautomation with inviting humans in the UI.
Can one person be both?
Yes. Someone can be a dashboard collaborator and a content editor. The Team list may show a linked-editor indicator when those identities are connected. Still manage each surface separately: dashboard roles vs overlay roles.
Automating team changes
Management API routes under /management/team/site-users use team.site_users:* permissions. Dashboard JWT collaborators are a separate platform concern. Prefer the UI for human invites; use API tokens with the team_manager preset for scripted editor provisioning. See Management API.