Team Members

Invite team members to your workspace, manage roles, and collaborate on content.

What Team Members covers

Invite team members to your workspace, manage roles, and collaborate on content.

Use this guide to invite collaborators while keeping approvals, account access, and workspace ownership clear.

The guide is rendered as plain HTML for crawlers and AI agents, then enhanced by the interactive React docs experience for readers who want navigation, search, and product-specific UI.

Setup checklist

  • Invite users with the role they actually need.
  • Limit publishing and outreach access to trusted operators.
  • Use approvals for contributors who draft but should not publish.
  • Remove access when a teammate or client relationship ends.

How it connects to Dreamstate

Dreamstate combines voice profiles, source-backed content creation, scheduling, inspiration, analytics, warm outreach, and AI visibility. This guide explains the part of that system that owns the workflow, the data it relies on, and the review step a team should use before the work affects a public channel or customer-facing action.

Because the same workspace context powers content, outreach, reporting, and visibility monitoring, docs pages are written around operational handoffs. The goal is to make it clear what to configure, what to inspect, and what should happen next.

Common mistakes to avoid

  • Giving every teammate admin-level access.
  • Letting contributors publish from founder or company accounts without review.
  • Forgetting to remove inactive members from paid workspaces.

Review checkpoints

Before marking this workflow complete, confirm three things: the right workspace owns the work, the right sender or destination is attached, and a human can inspect the output before it affects a public channel, customer conversation, or report. Those checkpoints keep Dreamstate useful for automation without hiding accountability.

Next steps

  • Open the related docs below for adjacent setup steps.
  • Visit the API reference if you are connecting Dreamstate to external systems.
  • Use the product workspace for account-specific configuration, connected accounts, and publishing approvals.