Create a Studio workspace
- Open the workspace switcher and choose Create Studio workspace, or choose Studio from Plan and usage.
- Enter a workspace name and complete checkout. The subscription belongs to the new Studio workspace.
- Finish workspace setup. Choose whether to start empty or move data from your Personal workspace.
- Use the workspace switcher to move between Personal and Studio.
Change the workspace name and logo
Owners and admins can change the name and logo of a Studio workspace. Personal workspaces don’t have a logo.- In Studio, open Workspace → General.
- To rename the workspace, edit Workspace name and save.
- To add a logo, select Update logo and choose a JPG, PNG, GIF, or WebP image under 2 MB.
- Drag the image to choose the square part you want, then save.
Choose a role
Owners and admins manage billing, members, and workspace roles. Only the owner can transfer ownership. Other members use an assigned application role, optionally extended with individual permissions. In workspace role management, create or edit a role and select capabilities for channels, automations, interactions, exports, analytics, and manual sending. Assign the role when inviting a teammate or from the member’s role picker. The default member role grants nearly full access: connecting and removing channels, creating, editing, pausing, and deleting automations, viewing and exporting analytics and interactions, and sending manual and catch-up replies. Create a custom role with only the permissions a teammate needs for narrower access. Use the member’s action menu to grant extra permissions. These add to the role and cannot remove inherited access. Changing the application role preserves extras; changing the Admin/Member base role or removing the membership clears them. When deleting a custom role, select a replacement for affected members and invitations; the default role cannot be deleted. Editing an active automation changes its live replies. Editing, enabling/pausing, manual catch-up sending, analytics, and exporting are separate permissions. Removing access affects later authorization checks, not work already queued. Text saved with Save as default belongs to the member who saved it. It fills in their new automations and doesn’t change anyone else’s defaults.Limit a member to some channels
By default a member’s role applies to every channel in the workspace, including channels connected later. To keep a member to the brands they work on, limit them to some channels:- In Studio, open Workspace → Members.
- Open the member’s action menu and select Channel access.
- Choose Selected channels, check the Instagram accounts and Facebook Pages they should work on, and save.
Request access to a channel
Workspace → Channels lists every channel in the workspace. A limited member sees the other channels’ names and pictures and can select Request access. Owners and admins get an email, and the request waits under Access requests on the same page, where they select Approve or Deny. The member gets an email with the answer.Invite a teammate
- In Studio, open Workspace → Members.
- Select Invite a teammate, enter their email, and choose Admin or an application role. For a member, choose their channel access.
- Send the invitation. Pending invitations have a copyable link and can be revoked.
- Ask the teammate to open the invitation link, sign in with the invited email, and select Accept invitation. A pending invitation also appears in their workspace switcher.