People and access
Invite teammates, set roles, and decide which products, workspaces and clients they can open.
Access is set on the organisation, under Settings → Team. Owners and admins invite and edit people. Members use the apps they are granted and do not administer the organisation.
Roles
| Role | What they can do |
|---|---|
| Owner | Everything an admin can do, plus billing and closing the organisation. |
| Admin | People, workspaces, branding, integrations and most settings. |
| Editor | Day-to-day organisation changes, without the commercial controls. |
| Member | Use the apps they are granted. They do not manage the organisation. |
Invite someone
- Open Settings → Team The list shows the owner, members and pending invites.
- Invite by email Choose a role, tick the products they need (TurtleTime, Tides, Kraken, Shelly) and choose workspaces.
- Choose workspaces deliberately An empty workspace list means every workspace. Once the organisation has workspaces, the form will not send an invite with none selected. A filled list is an allow-list: that person only enters those spaces.
- Send, then revoke if it sits unused Pending invites stay on the same list. Revoke an unused invite there. Removing a member drops organisation access. Their product sessions stop working once the membership is gone.
Edit access later
Open a member to change their organisation role, an optional monthly AI-credit cap, which workspaces they can enter, and — per workspace — their workspace role, product access and client visibility. Client access is either all clients or a chosen list. The internal client is always included, and projects follow their client.
Who needs which product
- A bookkeeper often needs TurtleTime only.
- A writer often needs Kraken only.
- Delivery leads usually need Tides and TurtleTime.
- Someone running an AI teammate needs Shelly, and usually Tides so the crew has a board to read.