Invite your team and set the right roles

Open Members in Settings

In your workspace, open Settings. The General tab lists everyone with access under Members: name, email, role and the day they joined. Only admins see the Invite button and the role controls, so if you cannot see them, ask an admin.

Invite a teammate by email

Click Invite, enter their work email and pick a role. If they already have a CiteHawk account they get access straight away and a sign-in link. If not, the email carries an invite link that sets the account up. One email, no codes to pass around.

You should see: A toast reads Invite sent successfully and the new member appears in the list.

Pick the role that fits

Admin can change everything: members, brands, prompts, billing and settings. Viewer reads the whole workspace and can run reports, prospect audits and the embed widget, but cannot change members, brands, billing or workspace settings. Client is a read-only seat for the people you report to, under your branding where you have set it: Settings, prospect audits, portfolio and the embed widget are hidden. Agencies usually make the client contact a Client and their own team Viewers or Admins. Each role shows its one-line description in the invite dialog and the role dropdown.

Change a role later

Pick a new role from the dropdown on the member row. It applies immediately; the person does not need to sign in again.

You should see: A toast reads Role updated to the role you chose.

Remove someone

Use the remove control on the row and confirm. A team member loses access immediately. A client keeps a 24-hour grace period, so a report they have open does not vanish mid-meeting; the row shows Revoked with the hours left. A workspace always keeps at least one admin: the last admin cannot be removed, so promote another member first.