Staff & roles

The agency-staff page is where you invite the people who'll help run the agency itself — not the subaccount end customers. Different role set from inside-workspace teams: four roles here, with the Owner as the original signup user.

The four roles

Role	Can
Owner	Everything. Cannot be removed. Derived from the user who originally created the agency.
Admin	Everything except changing the Owner. Can invite, can change other roles below Owner.
Member	Day-to-day agency operation — view subaccounts, view analytics, manage rebilling configs, edit branding.
Viewer	Same access as Member today (they behave identically; the role exists for forward-compat).

The Owner is whoever originally created the agency — that's a fixed link. There is no "transfer ownership" UI today. If ownership needs to change, contact Insighto support.

Invite a staff member

1. Open Manage Agency → Staff → Invite.
2. Enter the email, pick a role, click Send invite.
3. The invitee gets an email with a sign-up / sign-in link.

Invites expire in 7 days. If the invitee misses the window, resend from the same screen.

Role changes

Only an Owner can change roles. Admins can invite new staff but cannot promote / demote existing staff. This protects against an Admin promoting themselves and locking out the Owner.

Remove a staff member

From the staff list, an Owner or Admin can remove anyone except the Owner. Removing them revokes agency access — they still have their personal Insighto login, just no longer attached to the agency.

How this differs from team roles

Don't confuse this page with the inside-workspace Teams page:

• Agency staff — people running the agency.
• Team members — people inside a single workspace (could be the agency's own, or a subaccount).

A user can be on both. For example, an agency Admin can also be a Member of a customer's team to help debug.

Where to next

• Subaccounts — the customers your staff manage.
• Rebilling — billing setup that Admins typically own.
• Branding — the visual side of the agency.