People and roles

Access in Meerkats is per workspace. You share a workspace with a person and choose what they can do there: Read Only or Read & Write. The person who owns the workspace can do everything, including sharing it. There are no seat fees: invite as many people as you need on any plan.

Access levels#

• Read Only - Can view but not edit. For people who need the numbers and the evidence but shouldn’t change anything: finance, a client, a new teammate.
• Read & Write - Can view and edit. For people who run the work: approve proposals, build agents, connect tools.
• Owner. The account that created the workspace. Also the only level that shares it and can delete it.

Invite someone#

1. Open the workspace's share page

   Select your name at the bottom of the sidebar, then Workspaces, then the share icon (two people) on the workspace. The page is titled Share “<workspace>”.

2. Add email addresses

   Under Add People, enter one or more addresses, separated by commas.

3. Choose the access level

   Pick Read Only - Can view but not edit or Read & Write - Can view and edit. The level applies to everyone in this invitation; send separate invitations for different levels.

4. Share

   Select Share Workspace. Each person gets an email. Those without a Meerkats account create one with that email; the workspace is waiting when they sign in.

Change or remove access#

On the same page, Shared With lists everyone with access. Change a person’s level from the dropdown next to their name, or remove them. Removal is immediate: their open sessions lose the workspace on their next request. Proposals they approved and agents they built stay, with their name on the record.

Give someone access to several workspaces#

Sharing is per workspace. To give a teammate three brands, share each brand’s workspace with them, at whatever level fits each. The Workspaces page shows them every workspace they can reach, with Shared as the type and their access in the last column.

Your own account#

Account in your account menu holds your name and email (Email cannot be changed; it is your login) and Subscriptions. Billing opens Plans & credits: your plan, credit balance, usage limits and invoices. Billing is per account, not per workspace. Log out signs you out everywhere.

Sign-in and single sign-on#

People sign in with email and password at app.meerkats.ai; Forgot password? on the sign-in page sends a one-hour, single-use reset link. On the $399 plan, single sign-on (SAML or OIDC) lets your team sign in with your identity provider and removes access when someone leaves it. Apps you build on Meerkats sign in their own users through the API, with your branding.

What the Activity log records#

Every access change is logged on the workspace, with who did it and when:

• Who was invited, at what level, by whom.
• Level changes and removals.
• Every sign-in and API call that touched the workspace.

Filter the log by Access & sharing to see only these. See Governance and audit.

Troubleshooting#