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Invite and manage workspace members

AdPilot workspaces let an owner share the same apps, connections, limits, MCP tools, and history with teammates while controlling what each person can do.

Understand workspace seats

Every workspace has one owner, and the owner counts toward the plan's member limit. Solo and Studio include teammate seats in the flat workspace price; there is no separate per-seat charge within the published limit.

Plan Total workspace members Teammates you can invite
Free 1 0
Solo 2 1
Studio 5 4

Accepted members and active pending invitations both use seats. Changing a member's role does not use another seat. An expired or revoked invitation no longer reserves a seat.

Free is intentionally a single-member workspace. Upgrade to Solo when you want to invite one teammate, or Studio when you need up to four teammates.

Invite a teammate

Workspace owners and Admin members can invite teammates when the plan has an available seat:

  1. Open Settings → Members.
  2. Enter the teammate's email address.
  3. Choose the least-privileged role that fits their work.
  4. Select Send invite.

The invitation is bound to that email address and expires after seven days. The owner can invite Admin, Operator, or Viewer members. An Admin can invite Operator or Viewer members; only the owner can grant the Admin role.

If all seats are allocated, revoke an unused pending invitation, remove a member who no longer needs access, or upgrade the workspace plan.

Choose the right workspace role

Role What the member can do
Owner Full control, including billing, workspace deletion, member administration, and ownership transfer. Every workspace has exactly one owner.
Admin Manage apps, connections, limits, MCP clients, workspace settings, and members. Admins cannot manage billing, delete the workspace, transfer ownership, or change another Admin.
Operator View workspace data, manage app strategies, and run or roll back permitted Apple Ads changes.
Viewer Read workspace data and history without running changes or managing configuration.

Roles apply across the AdPilot dashboard and MCP tools. Plan entitlements and spend-limit checks still apply even when a role permits an action.

Accept an invitation

The invited person opens the link from the invitation email:

  • If they already have an AdPilot account, they sign in with the invited email address.
  • If they are new to AdPilot, they register with that same email address.
  • After acceptance, AdPilot switches them to the shared workspace and applies the assigned role.

A user can belong to more than one workspace and switch between available workspaces from the workspace selector. Access to one workspace does not expose data from another.

Manage members and pending invitations

Open Settings → Members to review accepted members, assigned roles, pending invitations, and remaining seats.

  • Choose a different role and select Save to update a member. Save remains disabled until the role changes.
  • Select Remove to revoke an accepted member's access without deleting workspace data or history.
  • Select Revoke beside a pending invitation to invalidate its link and release its reserved seat.
  • Send a new invitation to the same email address when an earlier link needs to be replaced; the earlier pending invitation is revoked.

The owner can manage every non-owner member. Admins can manage Operators and Viewers, but they cannot change or remove another Admin.

Transfer ownership safely

Only the current owner can transfer ownership, and only an accepted workspace member can become the new owner.

  1. Open Settings → Members and choose a member under Transfer ownership.
  2. Select Review transfer and read the immediate effects.
  3. Confirm with a passkey or the current owner's password.

The new owner immediately receives billing, deletion, member, and future ownership-transfer control. The previous owner becomes an Admin. Apps, connections, history, limits, and any active paid workspace subscription remain attached to the workspace.

If the workspace receives complimentary Studio access because its owner is a platform administrator, transferring to a non-platform-administrator ends that override. The workspace then uses its valid paid plan, or Free when it has no active subscription. AdPilot shows this impact before confirmation.

Workspace membership checklist

  • Count the owner when comparing the plan's member limit with your team size.
  • Revoke unused pending invitations because they reserve seats until revoked or expired.
  • Invite the exact email address the teammate will use to sign in or register.
  • Start with Viewer or Operator unless the teammate needs configuration or member-management access.
  • Reserve Admin for trusted teammates; only the owner can assign it.
  • Review billing and plan impact before transferring ownership.

How AdPilot enforces workspace access

AdPilot checks workspace membership, role permissions, and plan capacity on the server. A dashboard request or MCP client cannot bypass those checks. Invitation acceptance checks the recipient email and available capacity again so an old link cannot exceed the current plan.

When a workspace moves to a plan below its current member count, AdPilot does not silently remove accepted members or expose workspace data to excess teammates. The workspace enters a restricted recovery state: the owner can open billing, manage members, transfer ownership, or switch workspaces, while regular teammates cannot use the dashboard or MCP tools for that workspace. Full access returns after the owner upgrades or removes enough members. Platform administrators retain support access.

Next steps

Official sources

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