1.3 · Find your way around
Accept the invitation, sign in, and learn the five areas GrowthOS is organized around.
Getting in is the easy part: accept the email invitation sent to you, sign in (Google, or email and password), and you land in your workspace. From there, GrowthOS is organized around the work, not around features: one area to see where you stand, one to manage your pages, one to create new ones, one for reports, and one that holds what the system knows about your business. Once you know which door leads where, nothing in the product is more than two clicks deep.
This guide tours the layout, explains the two roles, and covers both ways to bring teammates in.
The areas
The top bar carries five tabs. During onboarding some arrive locked and open in stages, which is covered in the previous guide.
| Tab | What lives there |
|---|---|
| Home | At a Glance: your workspace's current state, momentum, and what needs attention |
| Pages Portfolio | Every page on your site, scored and classified, one record per URL |
| Page Creation | The production floor, in three views: In Production, Opportunities, and Clusters |
| Insights | Your reports, ready to read and share |
| Context | What GrowthOS knows about your business: foundation docs, personas, competitors, taxonomy, and your Writing Profile |
A rough map to the rest of this tutorial: stage 3 happens in Context, stage 4 in Page Creation's Opportunities and Clusters views, stage 5 in In Production, and stage 6 in Insights.
The two roles
A teammate with a seat holds one of two roles.
| Role | What it's for |
|---|---|
| Operator | Runs content operations day to day: research, assignments, and publishing to connected CMS platforms |
| Owner | Full workspace access. Does not include CMS publishing |
Both roles see and manage the same day-to-day surfaces: pages, opportunities, drafts, reports, and context. The differences sit at the edges, so don't overthink the choice: the person who'll push pages live needs Operator, and the person who owns the account needs Owner. The full breakdown is in Roles and permissions.
Invite a teammate
Open Manage Users
Click the workspace logo in the top left and choose Workspace Admin, then Manage Users in the left rail. The Team Members page lists everyone with access and what they can do.
Send the invitation
Click Invite, enter their email, pick a role, and hit Send Invitation. They'll get an email with a signup link, and the moment they finish signing up they land in the workspace with the role you chose. If they already have a GrowthOS account, they're added instantly with no email step.
Pending invitations appear below the members list, where you can resend, change the role, or cancel. From a member's row menu you can change their role or remove them later.
Three guardrails apply to everyone: no one can remove themselves, no one can change their own role, and a workspace must keep at least one Operator. When you genuinely need one of those changes, ask your GrowthX team.
No seat needed: magic links
Not everyone who touches the work needs an account. Two kinds of magic link give someone exactly one job's worth of access:
| Link | What the recipient can do | Where you create it |
|---|---|---|
| Review link | Read a draft, highlight passages, and leave notes. No login | A draft's Invite Feedback step, covered in stage 5 |
| Report link | View a finished report | The Share button on any report, covered in stage 6 |
The rule of thumb: if someone will do this weekly, give them a seat. If you need their eyes once, send a link. Both link types are revocable at any time.
Common questions
Who should get seats first? The person running content day to day (Operator) and the person who owns the engagement (Owner). Add subject-matter reviewers later as magic-link guests, and upgrade them to seats only if they end up in the workspace weekly.
Why can't I invite my GrowthX contacts? GrowthX team members have their own access path, so the invite form only takes emails from your own team.
Last updated at October 20, 2018