How to access User Management?
Click your avatar at the bottom of the page, then select Workspace Settings
From the navigation bar, select User Management in the Workspace section.
Invite a workspace member
Click Invite members in the Workspace section
Enter an email address and set permission
Admins can modify workspace settings, manage all users, access all sources and tools, and create or delete teams.
Editors can have full access or team-based access to sources and tools, and can invite or remove members from the teams they belong to. They can also invite or remove members with lower-level roles (e.g., Viewers).
Full Access: Grants users access to all sources, tools, reports, and folders across the workspace.
Team-Based Access: Limits users to the sources, tools, reports, and folders defined in the team settings.
Invite a guest
Click Invite guests in the Guests section
Enter an email address and set permission
Guests do not have access to the entire workspace. Their access is limited to viewing specific reports, with a maximum of 10 reports per guest.
Promote a guest to Member
This action allows you to convert a guest (who has limited access to reports) into an active workspace member.
Who can use it ?
Owners
Admins
Editors with Full Access
How it works :
In the guest list, under user management, click on the action menu next to the guest's name and select "Promote as member"
A modal will open with the following pre-filled fields:
Role :
Editor : can have full access or team-based access to sources and tools, invite/remove members from the teams they are a part of.
or Administrator : can modify workspaces settings, manage all users, access all sources & tools, create/delete teams. This role will always have a full access by default.
Access :
Full access : users access all sources & tools available to the workspace
or Team-based : users access only the sources & tools configured in team settings.
If Team-based is selected, a team selector dropdown will appear. The user can be added to one or multiple teams.
Adjust the settings if needed, then click update.
The user is now a member with the updated role & access.
Manage users
Here’s a list of actions, including editing, copying email, releasing a seat, and editing members in bulk.
If an invitation is pending, you can resend or revoke it.
Remove a user
This section explains how to remove a user from a workspace and how to fully free up a licence seat.
Licence seat note: A user is counted once at the organisation level, even if they belong to multiple workspaces. To free up a seat, you must remove them from every workspace they are a member of.
Who can do this?
Admins only. Editors cannot remove other members, including other admins.
Steps
Go to Workspace Settings > User Management.
Find the user you want to remove.
Click the three-dot menu (⋯) to the right of the user and select Select member. You can also select additional users at this step to remove multiple members at once.
An action bar appears at the bottom of the screen. Click Delete to remove the user from the workspace.
Repeat for every workspace the user belongs to. Only once removed from all workspaces will their seat be released at the organisation level.
Removing an admin
Only an admin can remove another admin. If you are an editor, the delete option will not appear for admin-role users. Ask another admin in the organisation to perform the action.
Troubleshooting
Issue | Fix |
Delete option not visible | Check that you have the Admin role in this workspace. Editors cannot delete members. |
Seat not freed after deletion | The user is still a member in another workspace. Remove them from all workspaces to release the seat. |
Can't remove an admin | Ask another admin in the organisation to perform the deletion. |
Teams
Teams define the access for workspace’s editors (team-based).
Team-Based Access: Limits users to only the sources, tools, reports, folders, dimensions, and values defined in the team settings. This ensures team members access only the information relevant to their role.
When to use team-based access
Set up teams when you have:
Multiple regions or countries – each team works in their own area
Different marketing channels – social team, search team, email team
Multiple clients or brands – each gets their own team with their own data
Different experience levels – junior staff vs managers vs directors need different tool access
Sensitive data – some people should only see specific information
Create a team
Click the “Teams” tab to go to team settings.
Click Create teams
Enter a team name
Select tools to grant the team access to specific spyne tools (e.g., Pivot Table, Waterfall, Goals, Campaign Pacing, Anomaly Detection, Top & Flop, spyneAI, Root Cause Analysis, Data Status).
Select folders & reports
Select specific reports: Ideal when only certain reports are relevant to a team’s role. For example, a team responsible for social media campaigns may only need access to the “Social Media Performance Report,” without access to analytics reports.
Share entire folders: When you share a folder, team members automatically have access to all reports and subfolders within it. This is useful when you want a team to access all related reports at once.
Add filters
By default, teams have access to all dimensions and all dimension values. If you have a "Country" dimension with values (FR, US, UK, DE, IT), a team will see data for all countries by default.
However, you can restrict access to specific dimension values. Instead of accessing all countries, a national team may only see data for “FR” or “DE”. You can also control which channels and sources team members can access. This is one of the most practical filters for advertising teams.
Example: If you have Meta sources (Facebook Ads, Instagram Ads), you can create a Meta Performance Team whose members only see data from the Meta channel.
Filter groups let you define precise rules for what a team can see.
Inside a group, conditions use AND logic (all conditions must be met).
Example: “Country is France” AND “Device is Mobile” → the team sees only data from France on mobile devices.Multiple filter groups use OR logic (any group can match).
This is useful when a team manages multiple countries or channels.Example: Click “Add Filter Group” to create each additional rule.
Group 1: Country is France
Group 2: Country is Germany
The team will see data from France OR Germany.
7. Click Create a new team
Add members to a team
You can only add active members of the workspace to this team. Guests are not permitted to join. Please invite new members to the workspace before adding them to this team.
Manage teams
Here’s a list of actions, including editing and deleting a team.
