What admins and members can do
Members can read every screen and do the work. Admins can do all of that and also remove things, set targets and manage people and engines. Admins invite people in Setup, People.
What can a member do? #
A member can read every screen and do the work, which includes:
- Adding questions, brands, rivals and sites.
- Changing a question's theme, rewording a question and choosing Stop asking.
- Renaming a brand and deciding the items in Work.
- Downloading the CSV files described in Export your data as CSV.
- Opening Setup, Readings, which shows the country questions are asked as, and Your account.
What can only an admin do? #
An admin can do everything a member can, and also the following.
- Open People, the change log, Engines, Themes and Billing, and set a Country on Readings.
- Set targets. See Set a target for each measure.
- Remove a rival, a site on a rival, one of your own sites or another name for a brand.
- Choose Mark as not yours on a cited page in Evidence.
- Invite people and remove them.
A member who opens an admin page sees "This page is for workspace admins." Where it can, the page names your admins, so you know who to ask. Which AI engines BotSay asks covers the Engines page, and Change plan, cancel and see your bills covers bills.
How do I invite someone? #
Open Setup, People and choose Invite someone.
- Fill in Work email.
- Under What they can do, choose "Member: read everything, do the work, add names, sites and questions" or "Admin: also remove things, set targets, manage people and engines".
- Choose Send invite.
BotSay emails them an invitation and the box says "We emailed" followed by their address. If the email could not go, the box says "We could not email them their invitation, so send it yourself." and shows a link with Copy the link. The link is shown once and is not stored.
What limits who I can invite? #
BotSay sends at most 30 invitations a day for a workspace. An address that already has a BotSay sign-in cannot be added again, and the box says "That email already has a sign in account. It cannot be added again here."
A person's role is set when you invite them. The People page has no control to change it afterwards.
What does the People list show? #
The People list shows each person's address and role. A table captioned "People who can sign in" holds one row per person, and your own row reads You.
A person who has not signed in yet has the line "Invited. They have not signed in yet." under their address, with Resend to send a new invitation and Revoke in place of Remove. A row can also read "Status unknown" when BotSay cannot tell.
How do I remove someone? #
Choose Remove on their row. A box asks "Remove" followed by their address, and says they can no longer sign in to this workspace and that nothing they did here is undone. Choose Remove with their address to confirm, or Keep them.
Removal takes effect on that person's next request. You can invite them again at any time.
For an invitation not yet used, Revoke asks "Revoke the invitation to" followed by the address. Confirm with Revoke the invitation or choose Keep the invitation.
Why can't I remove someone? #
Two rules stop a removal. Your own row has no Remove, and BotSay says "You cannot remove yourself. Ask another admin of this workspace to remove you."
A workspace needs at least one admin. If the person is the only admin, BotSay says "A workspace needs at least one admin, so this person was not removed. Add another admin first."
Where do I see what changed? #
Open Setup, People and the section What changed here, which shows the two newest changes and a link, All changes. It opens the whole log, titled What changed here, one week at a time. Only admins can open it.
Each change is one sentence with who did it first, for example "dana@tessera.example added a person". Changes BotSay made itself say "BotSay". Repeats fold into one line, such as "3 times", with a date like "18 Sep 2026" or "14 to 18 Sep 2026". Times are UTC.
Use Earlier week, Later week and Back to People to move around. A quiet week says "Nothing changed this week."
What is on the Your account page? #
The Your account page shows your email, role and workspace. Any member can open it from the foot of the side menu.
The card Signed in as shows your Email, your Role (Admin or Member) and your Workspace. Your email address is how you sign in, so it cannot be changed here. To use a different one, ask an admin of the workspace to invite it.