Organization sharing

Organization sharing turns an individual workspace into a shared one. Multiple people work from the same content library, lead lists, brand assets, and integrations. To find it, open app.agentweb.pro, click the gear icon in the bottom-left sidebar to open Settings, then select the Organization tab. You’ll see the member list, role controls, and the invite button.

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Roles

Every person in an organization holds one of three roles: owner, admin, or member. An organization can have any number of owners and any number of admins.

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Owner vs admin

Admins run everything day to day. The three rows in bold are the whole difference. An admin cannot make anyone an owner, including themselves. That restriction is deliberate: owners can delete the organization and admins cannot, so allowing an admin to mint an owner would hand them that power by a side door.

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What members can and cannot do

Members are not restricted from using AgentWeb. They can run tasks, schedules, the marketing hub, social posts, SEO and CRM for their own work, and they can see whatever the organization has chosen to share. What members cannot do is administer the organization. Inviting and removing people, changing settings, and changing anyone’s role are reserved to owners and admins. Members also see a narrower view of connected accounts. A member sees only the accounts explicitly shared with the organization. Owners and admins see every member’s connected accounts, so they can decide what becomes a shared resource without passing credentials around.

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Editors are a separate grant, not a role

“Editor” is not a fourth role. It is a per-area permission you grant to a named person on top of whatever role they already hold. Each shareable area has its own editor list, so you can let a member edit the knowledge base without giving them any organization-management power at all. Brand guidelines and market strategy are read-only for members unless an owner or admin adds them as an editor for that area. The same is true of the knowledge base, templates and landing pages.

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Every organization keeps at least one owner

An organization must always have an owner. The last owner cannot be demoted, removed, or leave until another owner is promoted first. Any of those attempts is refused with a message telling you to promote someone else. There is no minimum number of admins. An organization can have zero.

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Billing

One member anchors the organization’s subscription. Their row carries a Billing badge next to their role. Everyone else in the organization runs on that person’s plan, and everyone’s usage pools onto that plan’s allowance. This is true for admins and second owners exactly as it is for members. Nobody else needs their own subscription. Two consequences worth knowing:

• The billing owner’s role cannot be changed. Their row shows a badge instead of a role dropdown, because every change the server would accept there does nothing.
• There is no “transfer ownership” button. To hand the organization over, promote someone else to owner, then leave or be removed. Billing moves to a remaining owner automatically at that point.

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Invite a member

Domain-join requests work the same way. When someone from your company’s email domain asks to join and an owner or admin approves them, they join as a member.

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Change a member’s role

Find the person in the member list and pick a new role from the dropdown on their row. The change takes effect immediately. What you see on that dropdown depends on who you are:

• Owners see Owner, Admin and Member.
• Admins see Admin and Member. The Owner option is not offered, and an admin gets no dropdown at all on an owner’s row.
• Members get no role controls.
• Nobody can change their own role, and nobody gets a dropdown on the billing owner’s row.

Promoting someone to owner asks for confirmation first, because owners can delete the organization.

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Remove a member

Click the trash icon on their row. Before the removal goes through, you decide what happens to the items they own, one area at a time:

• Transfer them to you
• Delete them
• Leave them on the person’s own account

The counts are shown per area (knowledge base, templates, landing pages, work plans, skills, funnels) so you can see what is at stake before confirming. Removing someone does not delete their personal AgentWeb account. They lose access to your organization, and keep anything you chose to leave with them. Only an owner can remove an owner. An admin who tries is refused.

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FAQ