Team Management

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Overview

Notra workspaces support team collaboration with role-based access control. Invite team members, assign roles, and manage permissions to control who can access and modify your content and settings.

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Inviting Team Members

Add new members to your workspace through email invitations.

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Team Member Limits

The number of team members you can invite depends on your plan:

• Free Plan: Limited team members
• Pro Plan: More team members included

If you reach your plan limit, you’ll need to upgrade to invite additional members.

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Roles and Permissions

Notra uses a role-based permission system with three levels of access:

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Owner

The workspace creator and primary administrator. Permissions:

• Full access to all workspace features
• Manage organization settings (name, slug, logo)
• Add and remove team members
• Assign and modify roles
• Delete the workspace
• Manage billing and subscriptions
• Configure integrations and API keys
• Create and manage content
• Set up automations and workflows

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Admin

Administrators have broad access to manage workspace operations. Permissions:

• Manage team members (invite, remove, change roles)
• Configure workspace settings
• Manage brand identity
• Create and manage content
• Set up automations and workflows
• Configure integrations
• Manage API keys
• View usage and analytics

Cannot:

• Delete the workspace
• Manage billing (owner-only)
• Remove the workspace owner

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Member

Standard team members with access to core content features. Permissions:

• Create and edit content
• Use AI tools for content generation
• View content and automations
• Access workspace integrations

Cannot:

• Invite or remove team members
• Change workspace settings
• Modify brand identity
• Manage billing
• Configure integrations
• Delete content created by others (admin approval may be required)

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Managing Team Members

View and manage your team from the Settings > Members page.

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Viewing Members

The Members page displays:

• User name and profile picture
• Email address
• Current role
• Member actions

The member list shows all active team members with their assigned roles.

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Changing Member Roles

To update a team member’s role:

1. Navigate to Settings > Members
2. Find the member in the list
3. Click the action menu (three dots) next to their name
4. Select Change Role
5. Choose the new role (Member or Admin)
6. Confirm the change

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Removing Team Members

To remove a member from your workspace:

1. Navigate to Settings > Members
2. Find the member in the list
3. Click the action menu next to their name
4. Select Remove Member
5. Confirm the removal

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Pending Invitations

Track and manage outstanding invitations from the Members page.

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Viewing Pending Invitations

1. Go to Settings > Members
2. Click the Pending tab

You’ll see:

• Invited email address
• Role assigned
• Invitation status
• Date sent

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Managing Invitations

Resend an invitation:

1. Find the invitation in the Pending list
2. Click Resend
3. A new invitation email will be sent

Cancel an invitation:

1. Find the invitation in the Pending list
2. Click the action menu
3. Select Cancel Invitation
4. The invitation link will be invalidated

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Accepting Invitations

When you receive a workspace invitation:

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Team Collaboration Best Practices

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Multiple Organizations

Team members can belong to multiple Notra workspaces with different roles in each.

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Switching Organizations

If you’re a member of multiple workspaces:

1. Click your current organization name in the sidebar
2. Select a different organization from the dropdown
3. Your view will switch to the selected workspace

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Managing Your Memberships

View all workspaces you belong to:

1. Go to Settings > Account
2. Scroll to the Organizations section
3. See all workspaces where you’re a member

Actions available:

• View - Switch to that workspace
• Leave - Remove yourself from a workspace you don’t own