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mgmtOS for Artists

Learning pathsTroubleshooting
Getting started
OverviewFrequently asked questionsGet help and report a problemFix a spreadsheet importUse mgmtOS for Artists on your phoneStart hereImport a spreadsheet
Daily work
OverviewFollow activity and add notesFind a missing show or releaseWork from OverviewSearch and create from anywhere
Shows
OverviewAdd a showInside a showShow deal, costs, and settlementMove a show from offer to performedFind and manage shows in the list
Releases
OverviewAdd a releaseInside a releasePlan deadlines for a releaseRelease statuses and the Releases listShare a release to Stories
Roster and contacts
OverviewKeep your contactsMake an artist one sheetManage your artist roster
Finances
OverviewRead the Finances pageTrack deals
Workspace
OverviewFix sign-in and access problemsPlans, trial, and billingSettingsSign in and manage sessionsInvite your team and set roles
Invite your team and set rolesPlans, trial, and billingAsk AI
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Invite your team and set roles

Invite members, choose what each role can see and change, limit access to specific artists, and remove members.

On this page
Roles at a glanceInvite a memberAccept an invitationLimit a member to specific artistsChange a roleRevoke an invitationRemove a memberSeats

Roles at a glance

RoleWhat they can do
OwnerEverything, including workspace settings, roles, billing, and deleting the workspace. Each workspace has one owner.
ManagerFull access to artists, releases, shows, and deal economics. Invites members and sets artist access.
ArtistThe same access as Manager.
CoordinatorOperations and logistics: edits shows, contacts, travel, and costs. Cannot see commissions, profit, or net, and cannot delete records.
ViewerRead-only operational data. Cannot see financial information.

Only Owner, Manager, and Artist can open Finances, manage deals, and delete records.

Invite a member

  1. Open the workspace menu and choose Invite and manage members, or go to Settings and open Team & Permissions.

  2. Choose Invite Member.

  3. Enter the Email address and choose a Role. Coordinator is preselected.

  4. Under Artist access, keep all artists or pick specific ones.

  5. Choose Send invite.

The person gets an email with an Accept invite button. Invitations expire after seven days. Owner, Manager, and Artist can invite.

Accept an invitation

  1. Open Accept invite in the invitation email.

  2. Enter your Full name and choose Accept invite.

  3. You join the workspace and land on Overview. Next time, sign in with Google using the invited email address.

Each account belongs to one workspace. If the email already has an mgmtOS for Artists account, the invitation cannot be accepted; ask the inviter to use another email address. If you are already signed in, the page offers Sign out and continue.

Limit a member to specific artists

  1. In Team & Permissions, choose Manage next to the member.

  2. Choose Specific artists and select the artists, or All artists.

  3. Choose Save artist scope.

A member limited to specific artists sees only those artists' shows, releases, and activity, and only the contacts linked to those artists' shows. The owner always sees all artists. A limited manager can only grant artists from their own list.

Change a role

The owner changes a member's role in the members table in Team & Permissions. Nobody can be made owner from there.

Revoke an invitation

Pending invitations are listed with their expiry. Choose Revoke to cancel one. To change an invitation, send a new one to the same email; it replaces the pending invitation.

Remove a member

  1. In Team & Permissions, choose Remove next to the member.

  2. Decide whether to keep Notify them by email on.

  3. Choose Remove member.

The member loses access right away, and their account is deleted. You can invite them again later. The owner can remove any member. Managers and Artists can remove Coordinators and Viewers. You cannot remove yourself, and nobody can remove the owner.

Seats

Each plan includes a number of seats, and pending invitations count toward it. The team section shows how many seats you use. When the workspace is full, the invite button changes to Seat limit reached · Upgrade. See Plans, trial, and billing.

Team & Permissions

Related guides

SettingsSign in and manage sessionsFix sign-in and access problemsPlans, trial, and billing
PreviousSign in and manage sessions

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Reviewed 2026-10-19Still need help?

On this page

Roles at a glanceInvite a memberAccept an invitationLimit a member to specific artistsChange a roleRevoke an invitationRemove a memberSeats