Workspace access

Your Outlit workspace is shared by your team, with two roles and a mix of workspace-wide and per-person connections.

​

Roles

“Member” is the default role for invited teammates. Admins get every permission; members get read access plus the ability to connect their own work accounts, unless they are also granted customer-management permission. The customer-scope split is finer than the role names suggest: members see customers they own or that are shared with them explicitly, while admin permissions cover the whole book. Sharing a specific customer is the least-privilege way to widen a member’s view — no role change needed.

​

Inviting teammates

• During onboarding, admins get an invite step — paste emails, they arrive as members.
• Anytime after, use Settings → Members to invite, change roles, or remove people.
• Invited members land on sign-in and then the connect step of onboarding — personal sources like Gmail connect per person.

​

Personal vs workspace connections

Some sources are per-person by design: Connection ownership and evidence visibility are separate. Access to customer records and source content determines what a teammate can read. See Gmail and Google Calendar for how personal mailbox connections affect evidence coverage.

​

Settings map

Settings splits into Workspace and Account: API keys are workspace principals, not personal credentials — they carry only the grants in the preset you pick and don’t inherit the creator’s permissions. Create them in Settings → API keys; the full key is shown once.

​

Troubleshooting

​

Next steps