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Workspace & User Management Inviting Your Team & Managing Roles

RogIQ's role system makes it easy to give the right people the right access — whether that's an internal copywriter, an external client, or an agency account manager overseeing a dozen brands.

How Roles Work

Every user in RogIQ has a role that controls what they can see and do. Roles are assigned per workspace, so someone can be an Editor inside one company and a Viewer inside another.

Role Reference

RoleDescriptionTypical Use
Owner / AdminFull control: settings, billing, team management, all content.Agency founders, IT admins, lead account managers.
EditorCreate, write, and manage content and plans. Cannot manage billing or workspace settings.Content creators, marketing coordinators.
ApproverReview content submissions and approve or request changes before publishing.Editors-in-chief, client stakeholders, legal reviewers.
ViewerRead-only. Can view dashboards, content, and reports but cannot make edits.External clients, executives, reporting stakeholders.

Owners and Admins are the only roles that can invite new users, change roles, or remove team members. Editors and below cannot access Team Settings.

Inviting a New User

  1. 1

    Go to Settings → Team

    In the main navigation, click Settings, then select Team.

  2. 2

    Click + Invite User

    Click the + Invite User button in the top right of the Team page.

  3. 3

    Enter their email and select a role

    Type their email address, choose the appropriate role from the dropdown, then click Send Invite.

  4. 4

    User accepts via email

    The invitee receives an email with a secure link to accept the invitation and set up (or log in to) their account. Links expire after 7 days.

Didn't get a response? Go to Settings → Team, find the pending invitation in the list, and click Resend to send a fresh link.

Changing or Removing a User

Change a role

  1. Navigate to Settings → Team.

  2. Find the user in the list.

  3. Click the role dropdown next to their name and select the new role.

  4. The change takes effect immediately.

Remove a user

  1. Navigate to Settings → Team.

  2. Find the user and click the ⋮ (more options) menu next to their name.

  3. Click Remove User and confirm.

Removing a user revokes their access immediately. Any content they've already created remains in the system.

Inviting External Clients

If a client needs to review or approve content without seeing the rest of your workspace, use the Viewer role.

  • Viewers can see dashboards, reports, and all content in their assigned workspace, but cannot edit anything.

  • If the client also needs to approve content for publishing, you can enable the Content Approver permission on their account without changing their role to Editor.

When inviting a client, always add them at the company (client workspace) level, not at the agency level. This ensures they can only see their own brand and content.

Agency Accounts: Scoping Users to Specific Companies

If you manage multiple client companies under an agency account, you can control exactly which companies a team member can access.

flowchart TD
    Agency["Agency Account"] --> A["Company A Workspace"]
    Agency --> B["Company B Workspace"]
    Agency --> C["Company C Workspace"]

    Writer["Writer (Editor)"] -.->|Scoped to| A
    Client["Client (Viewer)"] -.->|Scoped to| B
    Admin["Admin"] -->|Access to all| Agency

To scope a user to one company only:

  1. Enter the specific client company's workspace (via Companies → Open).

  2. Go to Settings → Team within that company.

  3. Invite the user there. They will only have access to that company — not the agency dashboard or other clients.

Agency-level Admins and Editors automatically see all companies and cannot be restricted to a single client.

Frequently Asked Questions

Can I invite someone to multiple companies?

Yes. You can invite the same email address to as many company workspaces as needed, each with a different role if appropriate. Each invitation is independent.

What happens to content if I remove a team member?

Their content stays in the system and remains fully accessible to the rest of the team. Removing a user only revokes login access.

Can a Viewer leave comments or approve content?

Not by default. If you need an external stakeholder to approve content, contact your account admin to enable the Content Approver permission, or temporarily upgrade them to Approver.

I'm an Editor — why can't I see Team Settings?

Team Settings are restricted to Owners and Admins only. If you need to invite a new user, ask your account Admin to do it.