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Docs / CRM & Studio / Members

Members

Members, roles, capabilities, the Demo grant, Display as.

Settings › Members is the project roster.

Inviting#

Add a member by e-mail with a role. The address receives an invitation e-mail; without an account yet, the membership is claimed automatically on their first sign-in (with a confirmed address). Someone who creates their account from the invitation skips the new-account questions: a short Welcome step asks only for their name, photo and language, then shows the project list.

Roles and access#

Role What it grants
Owner, Admin Managers: everything in the project, including this roster, the plan and the tokens.
Editor Only the capabilities you switch on — commerce, content, community, generative, web, develop — each as read or write.

The Demo switch on a member lets them open the project on the Demo environment — it applies to every role, managers included (platform roles have it implicitly). It only has an effect when Demo is enabled for the project itself (Settings › Project details › Environments); until then the dialog says so and the member stays on Production.

Display as#

Managers can preview CRM & Studio as any member sees it (Display as in the account menu) to check what a role hides.

Platform roles#

Master, administrator and developer are platform-wide roles set by the platform, not here; they confer manager rights across all (or their member) projects.

Manager-only.