Account
Workspaces and teams
How workspaces work, the Owner, Administrator, Editor and Viewer roles, and how to invite colleagues or clients.
Consorm organizes accounts into workspaces: a workspace groups sites, members and a plan. On your first sign-in (with a Google account), your workspace is created automatically; you can rename it in Settings → General, where any member other than the Owner can also leave the workspace. The same account can belong to several workspaces and switch between them through the navigation bar selector.
Roles and their permissions
| Role | Permissions |
|---|---|
| Owner | Everything, including billing and the plan. The workspace creator's role; it cannot be reassigned from the interface and the last Owner cannot be removed. |
| Administrator | Everything except billing: sites, banners, deployment, records, installations and members. |
| Editor | Read-only on all the workspace's sites: analytics, installation and banner for viewing. Cannot edit the banner, deploy or view the records. |
| Viewer | No site by default: only sees the sites where they were invited individually, with the role received on that site. |
Editing the banner, deploying, viewing the Consent tab and managing providers therefore require the Owner or Administrator role. A member can never assign a role higher than their own, nor edit or remove a member of higher rank.
Inviting a member into the workspace
- 1Open Settings → Members (visible to the Owner and Administrators).
- 2Enter the person's email and choose their role: Administrator, Editor (proposed by default) or Viewer.
- 3The person receives an invitation email. As soon as they sign in with the Google account tied to that email, with or without the link, they join the workspace.
- 4Until the invitation is accepted, it appears under Pending invitations, with its expiry date, from where you can revoke it. An invitation expires after 7 days; past that, it disappears and you simply send it again.
Seats
Members and pending invitations count together towards the plan's user limit; the form shows the number of seats used and locks at the limit. A per-site invitation to an outside person also uses a seat, since they join the workspace as a Viewer.
Granting access to a single site
To open access to one site without exposing the whole workspace (a client, a freelancer), use the site's own Users tab. The invitation works the same way, with three site-level roles: Administrator (viewing, management of the site's installation and users), Editor (viewing and management of the installation) or Viewer (viewing). No site role allows editing the banner, deploying or viewing the records: those actions remain the workspace Administrators'. Workspace Administrators and Editors already have access to all its sites; the per-site invitation exists precisely to grant only that site.
Agencies
It is the typical agency setup: your clients in a workspace you administer, each client invited on their own site only, as a Viewer to view their analytics or as an Editor if they install the code themselves. The banner, deployment and records stay in your hands, and the overview shows you all the sites at once. See the Agencies and partners page.
Plan limits
The number of sites and members depends on the workspace's plan: 1 site and 1 user on Discovery, 5 sites and 3 users on Growth, custom on Enterprise. When the site limit is reached, adding a site leads you to the plans page. Billing is managed in Settings → Billing, reserved for the Owner: plan change, payment portal (Manage billing button), billing contact and PDF invoices. On Enterprise, the plan is arranged with us rather than online.