Docs/Teams & Roles

Teams & Roles

Invite your agency team and assign roles to create structured, traceable approval workflows. Everyone sees the same themes — but can only approve within their role's scope.

Overview

Your workspace supports multiple team members with different roles. When a team member approves a page, their name, role, and timestamp are recorded permanently.

Roles & Permissions

RoleCan doTypical user
AdminEverything — connect stores, manage team, approve as any role, manage billingAgency owner, lead developer
DesignerView themes, approve visual design, leave feedback commentsUI/UX designer
QARun screenshots, approve QA sign-offs, manage code scansQA engineer, tester
PMApprove scope and requirements, manage feedback sessionsProject manager, account manager
Client approval is separate Clients approve via the feedback overlay and don't need a workspace account. Their approval is tracked as the "Client" role in the matrix.

Inviting Members

1

Open the Team page

Click the gear icon (bottom of Rail 1) → Team.

2

Enter email and choose a role

Type the team member's email and select their role from the dropdown.

3

Share the invite link

The invite link is valid for 7 days. Send it via email, Slack, or however your team communicates.

4

They sign in

When they sign into ThemeSync with the invited email address, they're added to your workspace automatically — no confirmation step needed.

Approval Workflow

Approvals are tracked across three dimensions: Page × Viewport × Role.

A theme is ready to ship when:

  • All required roles have approved each page at each viewport
  • All feedback comments on those pages are resolved
  • No Critical code scan findings remain

Approval badge states

BadgeMeaning
✅ GreenApproved — role has signed off
❌ RedRejected — includes a reason; needs fixing and re-review
⬜ GreyPending — no decision yet

Hover any badge to see who made the decision and when. Admins can revoke approvals if a change requires re-review.