Invite Users and Manage Roles

Overview

User management is a company-level capability. Invited users belong to your company, receive a platform role, and optionally get access to one or more workspaces. Invitations are sent by email with a time-limited link; the invitee creates or signs into a CntX account to join.

On Business, administrators control a full role model (ADMIN, MANAGER, EDITOR, VIEWER). On Pro, up to three users can share workspaces—each maintains an individual subscription. Plus is single-user and does not expose user management.

When to use

• You need editors, managers, or viewers on your editorial calendar and content library.
• A new hire must access specific workspaces without seeing every brand in the company.
• You want to change someone’s role after a promotion or handover.
• An invitation expired or was sent to the wrong address.

Before you start

• You must be ADMIN of the company (`canInviteUserToCompany` requires company admin).
• Confirm seat availability for your plan:

– Plus — 1 user (no invitations). – Pro — up to 3 users on the company; each user is billed separately. – Business — 3 platform seats included; additional seats billed at 25 €/month each.

• Have the invitee’s work email and intended role ready.
• Optional: list which workspaces they should access on day one.

Steps

1. Open user management

1. Sign in to the company where you are ADMIN.
2. Open Settings → Users (or Teams → Users, depending on layout).
3. Review the user count indicator (for example, `2/3 users` on Pro or Business base seats).

2. Send an invitation

1. Click Invite a user.
2. Enter email, first name, and last name.
3. Select a company role:

– Administrator — full company control, billing, users, and settings. – Manager — user and team management; broader settings access. – Editor — create and edit content, briefs, and calendar items. – Viewer — read-only access; some company-level context may be hidden.

1. Optionally assign workspace access and a workspace-level role in the table provided.
2. Send the invitation.

The invitee receives an email with a link valid for 48 hours by default.

3. Track invitation status

In the users list or invitations panel, check status:

Resend or delete stale invitations instead of stacking multiple active tokens for the same email.

4. Edit an existing user

1. Open Settings → Users.
2. Select the user and click Edit.
3. Update company role and/or workspace assignments.
4. Save changes.

You cannot change your own role (security restriction). Only an owner-level admin can modify another owner.

5. Remove a user

1. Open the user row and choose Delete.
2. Confirm the warning: removal is permanent and revokes all workspace access.

Do not delete yourself. Transfer ADMIN responsibility first if you are leaving the company.

Expected result

• Invited users appear as Pending, then Accepted after signup.
• Each user sees only workspaces you assigned (or those they create if permitted).
• Role-appropriate sidebar items appear—viewers cannot edit strategy; admins see billing.

Tips

• Assign workspace access at invite time for Business teams with many brands—it avoids “empty workspace” confusion on first login.
• Pro users share editorial quota (pages crawled, storage) even though each pays individually—coordinate crawl and generation usage.
• Platform CONTRIBUTOR seats (login + billed) are different from email-only contributors—manage those separately under workspace settings.
• If an invitee says the link failed, check spam folders and expiration before opening a support ticket.

Next step

Configure Voice of the Field contributors per workspace with Manage Email-Only and Platform Contributors, or review the role matrix in Understand Permissions and Delegated Access.