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Workspace and account

Team members and workspace roles

Manage the people, profiles, reporting relationships and access roles associated with your workspace.

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Open the workspace team

Team at /new-team shows the people associated with the selected workspace. Open a member to review their profile and available access controls. Member profiles can include role information, reporting relationships, an avatar and voice context.

Configured AI agent profiles are displayed separately from people. They help describe the roles and destinations of agents used by the team.

Understand workspace access

Roles affect which pages and actions are available. Project vault rights and public API key scopes are additional controls for their respective features; a team profile is not a substitute for those permissions.

  • Owner: retains ownership access; ordinary member access controls do not change or remove the owner's role.
  • Admin: manages team members and workspace settings within their authorized workspace.
  • Editor: creates and edits workspace content.
  • Member: participates in the workspace with the access allowed for that role.
  • Viewer: has read-only access, with some optimization areas and actions unavailable.

Add or update a member

The interface prevents ordinary role changes to yourself or the owner. If a control is missing or disabled, ask the workspace owner or admin to review the membership.

  1. With a workspace-management role, use the add-member action and enter the required person and access details.
  2. Open the saved member to update supported profile fields, reporting relationships or photo.
  3. Use Workspace access to change an eligible member's role and save the change.
  4. When removing a member from the selected workspace, review the confirmation carefully. Their other workspace memberships are separate.

Set up your personal voice

Members can edit their own biography and personal voice. Workspace owners and admins can edit other members' profiles. Open your member profile in Team and choose Edit profile & voice or Edit voice to work on the available settings.

Saved personal voice settings help generated comments sound like the person who owns the connected personal social account. This member voice is separate from the company-wide brand context in Brand Hub.

  1. Choose a Professional, Balanced or Casual preset, or describe a Voice style that fits you.
  2. Adjust the four sliders: Formal to Casual, Concise to Expansive, Analytical to Story-led, and Reserved to Bold. Each slider runs from 0 to 100.
  3. Paste an authentic Writing sample to guide vocabulary, rhythm and phrasing. Use Always and Avoid for specific writing instructions.
  4. Review your job title, department, Personal positioning and Content pillars. Enter each content pillar on its own line.
  5. Try a reply preview, then choose Save profile & voice to make the settings available for subsequent generated comments.

Preview your reply before saving

Use Preview my reply with a sample post to generate a draft reply from your current voice settings, including unsaved edits. The preview does not publish a comment or save your profile.

Read the draft for your natural tone and adjust the voice or sample post as needed. Changing either marks the previous result as an earlier preview; use Update my reply preview to hear the current version. Save profile & voice separately when you are satisfied.

Learn your voice from LinkedIn posts

Analyze LinkedIn voice proposes settings from at least three distinct original LinkedIn posts with at least 300 characters in total. These posts must already have been published through your explicitly owned personal LinkedIn connection in this workspace.

The analysis does not import earlier LinkedIn history or use company posts, comments or source articles. If the workspace does not have enough qualifying posts, paste an authentic writing sample instead.

  1. Choose the personal LinkedIn account to analyze when an account selector is shown, then select Analyze LinkedIn voice.
  2. Review the number of posts analyzed and the suggested voice summary. Your existing saved voice stays unchanged during analysis.
  3. Choose Apply suggestions to draft if you want to use the proposal, or Dismiss suggestions to leave it aside.
  4. Review and adjust the draft settings, preview a reply if useful, then explicitly choose Save profile & voice. Applying a suggestion alone does not save it.