Team seats, roles and workspaces

Seats and workspaces solve different problems, and picking the wrong one gets expensive.

Invite someone

1. Open Workspace settings → Team.
2. Enter their email and choose a role.
3. They get an invitation and join with their own login.

Never share one login. Separate accounts are what make the audit trail meaningful — otherwise every action is attributed to the same person.

Roles

Roles are a Pro feature. They let you separate who can approve and publish from who can only read the numbers — worth having the moment someone outside your immediate team needs access.

How many seats

Free and Starter include 1 seat. Pro includes 5, with extra seats at $3/month each.

Seat or new workspace?

They solve different problems, and picking the wrong one gets expensive.

	A seat	A workspace
What it is	Another person working on the same testimonials	A separate space with its own testimonials, forms and branding
Use it when	A colleague needs to approve, publish or read the numbers	You have a different entity or brand, or you manage testimonials for clients
Shares testimonials?	Yes — same inbox, same widgets	No — completely separate
Shares branding?	Yes	No — each has its own Brand Kit
Free	1	1
Starter	1	1
Pro	5	2
Extra costs	$3 / month each (Pro)	$7 / month each (Pro)

Audit trail

Pro records who approved, edited or published each testimonial and when, under Workspace settings → Audit trail. It is the answer to "who published that?" months later.

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Related

• Check the audit trail
• What each plan includes
• Choose which emails you receive