Teams & Roles

Manage team members, understand role permissions, and control access in AEO Goal.

Last updated August 31, 2026

AEO Goal supports multi-user workspaces. Each workspace has an Owner plus any number of Admins, Members, and Clients.

Roles overview

Role Description
Owner Full control - billing, settings, team management, all data
Admin Full product access + invite/remove members; cannot access billing
Member Full product access; cannot manage team or billing
Client Read-only access to specific brand(s); white-label portal login

Inviting team members

  1. Go to Settings → Team.
  2. Click Invite member.
  3. Enter the email address and select a role.
  4. Click Send invite.

The invitee receives an email with a one-click join link.

Inviting clients

Client logins give external clients a read-only view of specific brand data.

  1. In Settings → Team, click Invite client.
  2. Select the brand(s) this client should see.
  3. Enter the client’s email.
  4. Click Send invite.

See Client Logins for the full agency workflow.

Changing roles

Owners and Admins can change a member’s role:

  1. Go to Settings → Team.
  2. Click the role dropdown next to the member’s name.
  3. Select the new role.

You cannot demote yourself from Owner - transfer ownership first.

Removing members

  1. Go to Settings → Team.
  2. Click … next to the member.
  3. Click Remove member.

Removed members lose access immediately.

Transferring ownership

  1. Go to Settings → Team.
  2. Click … next to the target member.
  3. Click Transfer ownership and confirm.

The previous owner becomes an Admin automatically.

Frequently asked questions

What roles are available in a workspace?

Each workspace has an Owner plus any number of Admins, Members, and Clients. The Owner has full control, Admins have full product access and can invite or remove members but cannot access billing, Members have full product access but cannot manage team or billing, and Clients have read-only access to specific brands.

How do I invite a team member?

Go to Settings, Team, click Invite member, enter the email address and select a role, then click Send invite. The invitee receives an email with a one-click join link.

Can I change my own role from Owner?

No. You cannot demote yourself from Owner. You need to transfer ownership first, after which the previous owner automatically becomes an Admin.

What happens when I remove a member?

Removed members lose access immediately. You can remove a member from Settings, Team by clicking the options next to their name and choosing Remove member.