Members and roles
Every Clione organization has one or more members. This page covers how to add and remove them, how to transfer ownership, and what each role can do.
Open the left rail → Organization. The Settings tab shows the organization name and, below it, the members table: Name, Email, Role and Status.
Seats by plan
| Plan | Team seats |
|---|---|
| Starter | 1 |
| Growth | 5 |
| Pro | Unlimited |
| Agency | 10 |
The members table shows how many seats you use, for example "3 / 5 seats used". When you reach the limit, the add button becomes + Get more seats and a banner offers Buy seat (+1); both open the checkout for an Extra seat add-on. You can also upgrade the plan — see Billing.
Removing a member frees their seat straight away.
Roles
| Role | In short |
|---|---|
| Owner | Everything an admin can do, plus buying plans and add-ons, managing billing and transferring ownership. One owner per organization. |
| Admin | Manages stores, store settings, members, branding, API keys and reports. Sees the billing page, but its plan and add-on buttons do nothing for admins. Can buy an Extra seat from the members table. |
| Member | Works with the catalog: sync, enrich and publish. Doesn't see store settings, billing or member management. |
Adding a member
Owners and admins can add members.
- In Organization → Settings, click + Add Member.
- Enter the person's email.
- Pick a role: Member or Admin.
- Click Add.
The person must already have a Clione account with that email. If they don't, Clione says no account was found: ask them to sign up first, then add them.
The new member uses a seat as soon as you add them.
Removing a member
Owners and admins can remove members.
- Open the row menu (
⋮) of the member → Remove. - Confirm.
The person loses access to the organization immediately. You can't remove yourself or the owner.
Transferring ownership
Only the owner can do this.
- Open the row menu (
⋮) of the member who will become owner → Transfer ownership. - Type the exact organization name to confirm.
- Click Transfer ownership.
The new owner gets full control of the organization, and you become an admin. Only the new owner can reverse it.
Permissions
| Action | Owner | Admin | Member |
|---|---|---|---|
| See stores, entities and reports | ✓ | ✓ | ✓ |
| Sync, enrich and publish entities | ✓ | ✓ | ✓ |
| Add a store, open Store Settings, delete a store | ✓ | ✓ | — |
| Create, share and delete branded reports | ✓ | ✓ | — |
| Edit the organization name and Brand | ✓ | ✓ | — |
| Create and delete API keys | ✓ | ✓ | — |
| Add and remove members | ✓ | ✓ | — |
| Billing & Plan in the left rail | ✓ | ✓ | — |
| Buy an Extra seat (members table) | ✓ | ✓ | — |
| Buy plans and add-ons on Billing & Plan, Manage billing | ✓ | — | — |
| Transfer ownership | ✓ | — | — |
Roles apply to the whole organization, across all its stores and platforms.
Working in several organizations
If you belong to more than one organization, the organization name in the top bar opens Switch account, where you pick the one to work in. Each organization has its own stores, members, plan and billing, and removing someone from one organization doesn't affect the others.
Client organizations (Agency)
On the Agency plan, owners and admins see Clients in the left rail. New client creates a separate organization for a client, with its own plan, enrichment credits, reports and members. You stay its owner, so it appears in Switch account and you can open it at any time. The Clients page lists every client with its plan, enrichments this month, websites and reports.
Because each client is its own organization, a member you add inside a client sees only that client.
Troubleshooting
"No account found" when adding someone — They need to sign up to Clione with that email first.
The add button is disabled or says + Get more seats — You've reached your seat limit. Buy an Extra seat or upgrade the plan.
I can't see the row menu — Only owners and admins can manage members, and the menu doesn't appear on your own row or on the owner's row.