Users and roles

Inviting your team, the four roles, and how seats work.

You work with iCustomer as a team. Members join a workspace by invitation, and what each person can do is set by their role.

The roles

Role	What it means
Owner	Created the workspace. Full control, including billing and credits. There is one owner, and the role cannot be reassigned from the invite flow.
Admin	Everything but ownership: manage members, settings, and integrations.
Editor	The working role: build audiences, run plays, act on pulses. The default for new invites.
Viewer	Read-only: see everything, change nothing.

Inviting members

1

Invite

Go to Settings → Workspace → Members and select Invite. Enter the email and pick a role (Admin, Editor, or Viewer).

2

They accept

The invitation arrives by email and stays pending until accepted. Invitations expire if unused.

3

They sign in

Members sign in with Google or with email and a one-time code, and land in your workspace from the workspace picker.

Seats

Seats follow the owner's plan; seat counts per plan live on icustomer.ai/pricing. The Free plan is single-player; inviting members starts on a paid plan. Removing a member frees their seat.

Invited members draw on the owner's credit pool as they work. Usage is recorded per member, so you can see who used what. See Billing.

Outside the app

Members and roles can be managed outside the app via API and MCP as well.