Members

Roster, seats, and filters

The sortable roster shows name (avatar and email), permission, department, status, date joined, and (when you manage members) trailing actions. Date joined is blank (, ) for invitation sent rows. In the department column, owners always read as Management regardless of stored values.

Search and the Filters menu (permission, including owner, status, and the full department list such as sales, engineering, HR, and operations) only appear once you have at least one row or you have typed a search or applied a filter; otherwise the compact empty state still offers Add team member when you have rights. Filter badges clear per chip or all at once. Pagination and rows per page behave like other tables.

The header reads your subscription seat cap (plan-dependent limits). You see current count vs limit; when the roster is full, Add is replaced by an upgrade shortcut to Settings → Subscription instead of inviting past the cap.

Member profile dialog

With manage members, click a row to open the large profile dialog. Admin/editor/viewer accounts cannot open a teammate who is owner, only another owner can. Everyone without manage rights still sees the table but gets a denial toast on row click. The dialog uses apps. Info, Address, Social, Skills, Documents, and App access, with a mobile dropdown and desktop app buttons.

Changes save automatically after a short pause while Save status shows progress. A first name is required before any saves run. Bio uses the same text editor as the rest of the app. Documents can be uploaded, opened in a new tab, or downloaded.

In Info, the permission level shows as a badge for owners or a dropdown for other roles. Status is locked for pending invites and owners; for everyone else you can toggle active or inactive. Inactive members lose the ability to make changes in the app until you reactivate them. Marking someone inactive also removes their app access settings.

What each permission can do

Capabilities come from the member’s role plus their active/inactive status. The in-app info popover next to Permission is the quick version; the server enforces the same rules for saves and deletes.

Owner . Can manage members (invite, profile, remove where allowed), edit all workspace data, delete broadly, and access billing / subscription-style actions that are restricted to the account owner. Only another owner can open an owner’s profile from the roster.

Admin . Can manage members and create, edit, and delete data like an owner for day-to-day work, but does not receive billing-only permission (for example changing subscription or payment ownership stays with the owner).

Editor . Can create and edit operational records, and delete in places where the item is treated as theirs (for example content they created). Many company-wide or sensitive deletes, such as removing certain financial records, stay limited to owner/admin. Editors cannot manage the member list or roles.

Viewer . Read-only: lists and detail screens load, but buttons that change data, send team chat, or manage people stay disabled or show read-only tooltips.

App access (sidebar and apps)

The App access app controls which main areas of the product appear for that person. Help is always available. Owners always have full access. For everyone else, you can choose which apps they can see: Dashboard, Audience, Products, Pages, Finances, Team, Done-for-you, and/or Settings. Each can be opened to show only specific sub-sections (for example Audience → Contacts only, or Settings → Subscription only). Ticking a parent app turns on all of its sections; for a narrower scope, turn the parent off and tick only what you want.

When you invite someone as admin, they start with access to everything. Editors and viewers start with access to the main work areas (Dashboard, Audience, Products, Pages, Finances, Team, Done-for-you) but not Settings. You can adjust this afterward in App access if needed. Marking someone inactive removes their access until you reactivate them.

Inviting someone new

Add team member opens the same tabbed layout: collect Info (you invite as admin, editor, or viewer only, owners are not created through this path), optional App access, Address (including emergency contact), Social, Skills, and Documents before submit.

Okinta checks that the first name, last name, and email are valid, and asks you to confirm that adding the person will count toward your plan’s seat limit. An invitation email is sent to them automatically. If the email fails to send, you can still share the invite link manually. Fix your email connection under Settings if needed.

Row shortcuts

From the table, managers can change permission inline for non-owners without opening the profile. When at least two active members exist, other active users get a message icon that routes to Team → Conversations with `dm` set so their DM opens.

The history icon opens per-member activity (paged load more, CSV export); it is disabled for pending invites. Delete is unavailable for the workspace owner and for your own account; you can still remove a pending invitation from the roster when policy allows, follow on-screen tooltips.