Members & roles

The Members and Roles screens let workspace owners and administrators manage who can access Sherpa-OS and what each person can do. Use them together to bring on new team members and tailor their permissions.

Getting there

In the left-hand navigation, go to Settings, then choose Members or Roles from the settings menu.

What you can do

Invite a teammate

On the Members page, locate the invite form at the top of the screen.
Enter the teammate’s email address in the Teammate email field.
Choose a Role from the dropdown — the list shows every role currently defined in your workspace.
Click Send invite. The invitation is sent immediately.

A Pending invites panel appears below the form while any invitations are awaiting acceptance. Each pending row shows the invitee’s email, their assigned role, who sent the invite, the date it was sent, and when it expires. You can Resend an invite or Revoke it before it is accepted.

Manage existing members

The Workspace members panel lists everyone who has already joined, with columns for their email and role. If you have the members:assign_role permission, you can change a member’s role directly from the dropdown in that row. To remove someone entirely, click Remove — you will be asked to confirm before anything changes.

One rule applies in both cases: the workspace must always have at least one Owner. The role dropdown and Remove button are both disabled on the last remaining Owner to prevent accidental lockout.

Create and edit roles

On the Roles page, the left panel lists all roles in your workspace. System roles — managed by the platform — appear at the top marked System and their permissions cannot be edited. Custom roles are listed below them.

To add a custom role:

Click + New role at the bottom of the roles list.
Enter a name (for example, “Compliance reviewer”) and click Create.
Select the new role from the list. A permission grid opens on the right.
Check or uncheck individual permissions grouped by area (campaigns, inbox, compliance, billing, and so on).
Click Save to apply the changes.

To delete a custom role, open it and click Delete. Members assigned to that role will need to be reassigned.