Seats & roles.
How Mama handles team workspaces. 4 roles with progressive permissions. Members keep their saved work even if you change their role. Removing members preserves their briefs and Orbit lists (with optional reassignment).
TL;DR
4 roles: Admin (everything) · Manager (edit ICP + see all team activity) · Member (default — brief, push, see own activity) · Viewer (read-only). Seat changes are immediate; billing adjusts on next renewal. Removing a member preserves their work — choose reassign to teammate or archive.
01The 4 roles
02Full permission matrix
| Capability | Admin | Manager | Member | Viewer |
|---|---|---|---|---|
| Generate briefs | ✓ | ✓ | ✓ | — |
| Push to CRM | ✓ | ✓ | ✓ | — |
| Use Orbit | ✓ | ✓ | ✓ | — |
| Read shared briefs | ✓ | ✓ | ✓ | ✓ |
| Edit own saved searches | ✓ | ✓ | ✓ | — |
| Edit ICP rubric | ✓ | ✓ | — | — |
| Manage signal rules | ✓ | ✓ | — | — |
| See all member activity | ✓ | ✓ | — | — |
| Invite Member / Viewer | ✓ | ✓ | — | — |
| Invite Manager / Admin | ✓ | — | — | — |
| Remove members | ✓ | — | — | — |
| Change billing plan | ✓ | — | — | — |
| Manage integrations | ✓ | — | — | — |
| Delete workspace | ✓ | — | — | — |
03Inviting members
Settings → Team → "Invite member" → email + role. Invite email arrives within minutes; expires in 14 days if not accepted.
SSO-domain auto-provisioning (Pro+) — if enabled, any user signing up with your company domain auto-joins as Member. Useful for fast team rollouts.
04Changing a role
Click the role dropdown on the member row → pick new role → confirm. Changes are immediate. The affected member sees the role change reflected on their next page load.
Downgrades preserve work. A Manager-to-Member downgrade doesn't delete their saved searches; the searches just become non-editable by them (read-only).
05Removing a member
Settings → Team → "..." menu on the member row → Remove. The flow:
- Confirm removal — explicit confirmation step
- Choose what happens to their data — reassign to teammate / archive / keep visible
- Removal is immediate — their session is invalidated, they lose access
- Seat freed — billing reflects on next renewal
Removed members' email + name remain visible on past briefs (for audit). Their Orbit list and saved searches transfer per your choice in step 2.