Jara Marketing is built for more than one pair of hands. This article covers inviting people, what each role can do, how the people caps work — and how to switch your workspace between business and agency mode.
Inviting someone
- Go to Your team → Team and open the Invitations tab.
- Choose Invite Member, enter their email address and pick a role (the table below explains each one).
- Inviting a Member? You also choose their team role — a specific job such as Content Lead or SEO Specialist that decides exactly what they can do.
- Send. They receive an email with a link to join your workspace.
Pending invites stay listed on the same tab until they are accepted. If the email goes missing, every pending invite has a Copy Link button — copy the join link and send it to them directly. Anyone who opens that link can join, so send it only to the person it is for. You can also cancel a pending invite at any time.
What each role can do
| Role | Who it is for | What they can do |
|---|---|---|
| Owner | The person who created the workspace | Everything — and the only role that manages billing and the plan. |
| Admin | Your day-to-day right hand | Everything except billing: every tool, plus inviting and managing people. |
| Member | People doing the work | Creates and edits work. Their team role, chosen at invite, scopes their exact permissions. |
| Viewer | Someone who only needs to look | Read-only — they can see everything, change nothing. |
Agency workspaces add a fifth role, Client — people who only ever see your white-labelled client portal, never your internal workspace. See For agencies.
Changing roles and removing people
Roles are changed on the People tab of Your team → Team, by an Owner or Admin. From the same list you can open any member to see their role and the exact permissions it grants. Removing a member revokes their access immediately.
People are free — with a cap per plan
Inviting people never costs anything. Each plan simply caps how many people can be in the workspace, you included: 3 on Free, 4 on Growth, 6 on Scale. AI teammates never use a people seat — they are counted and priced separately, as covered in Hiring teammates and your included crew. The full per-plan numbers are in Plan limits.
Switching workspace mode
Jara Marketing runs in one of two modes: Business (you market your own company) and Agency (you market other businesses). The mode decides which sections appear in your sidebar, what things are called, and which multi-client tools are available — in Agency mode you see "Clients"; in Business mode the same place reads "Audience".
To switch, go to Settings → Workspace and use the Workspace mode card — only the workspace Owner can change it. You confirm the change in a dialog, and the page reloads once so your navigation and wording update everywhere. Worth knowing before you click:
- Nothing is deleted and nothing is archived. Every record stays exactly where it is.
- Your plan and billing are untouched — switching does not change what you pay.
- It is reversible. Switch back and your navigation and wording return, with all of your data still there.
- Business mode puts agency tools away. Things that only make sense across a book of clients — time tracking, the multi-client home board and so on — are hidden until you switch back. Their data stays.
If the switch control is locked, either you are not the Owner — ask them to change it — or switching is turned off for your workspace entirely, in which case talk to us. Running an agency? For agencies covers what changes in detail.