Members

Membership in GrowthFactor is workspace-scoped: every user is added to one or more workspaces with a role per workspace, plus an organization-level role that controls platform-wide capabilities.

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Where Members Are Managed

All member management — inviting users, changing roles, removing access — happens in the Members tab inside Workspace Settings. Open the workspace switcher and click Settings, then switch the workspace tree on the left to whichever workspace you want to manage.

For quick invites to the workspace you're currently viewing, you can also use Add member at the bottom of the workspace switcher dropdown without opening the full settings dialog.

Both flows are admin-only.

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Inviting New Users

1. Click + Add member (in the Members tab or via the workspace switcher's Add member shortcut)

2. Search for an existing organization member by name or email, or type a new email to invite someone outside the organization

3. Pick the role they should have on the active workspace (Viewer, Member, or Admin)

4. Click Add to workspace

New invitees receive an email with instructions to set up their account and join your organization. Existing members are added directly to the workspace.

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Organization Roles

Every member has an organization role that controls platform-wide capabilities, separate from their per-workspace role.

Role	Capabilities
Member	Full access to Site Analysis, Deal Dashboard, My Stores, and all analysis features
Admin	Everything Members can do, plus access to Workspace Settings and Admin Settings

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Workspace Roles

Each member can be assigned a role per workspace. Workspace roles control what a member can do within a specific workspace and its descendants.

Workspace Role	Capabilities
Viewer	View data in the workspace and its descendants
Member	View and edit resources in the workspace and its descendants
Admin	Full access including creating sub-workspaces and managing membership

Permissions flow downward — an Admin on a parent workspace automatically has Admin access on every child. See Access vs. Membership for the distinction between having access to a workspace's data and being a direct member.

Adding a workspace role makes the member a direct member of that workspace, which means it appears in their workspace switcher. A user can have access to a child workspace's data through a parent role without being a direct member — they'll see resources from that workspace, but to switch into it they need to Join from the switcher (admins only) or be added by another admin.

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Editing Roles

In the Members tab, click a row to open the member's profile, then update their role on any workspace they belong to. To change a member's role on the workspace you currently have selected in the tree, use the Role dropdown directly on the row.

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Removing a Member

To remove a member from a single workspace, open their profile and remove that workspace from their list of permissions.

To deactivate a member from your organization entirely, use the three-dot menu on the member's row in the Members tab and select Delete. Deactivated members lose access to all workspaces but their historical activity (comments, deal updates) is preserved. Re-inviting a deactivated member requires reaching out to [email protected].

Workspaces require a minimum of two admins. If you try to remove someone who is the last admin of a workspace, the action is blocked — promote another member to Admin first.