Team seats & the read-only client seat
Invite teammates to your Zippy workspace, or hand a client a read-only seat that sees every number and can change nothing. Read-only is enforced server-side, not by hiding buttons.
Team seats
A Zippy workspace can hold more than one person. Legend includes 3 seats; Sidekick and Hero are single-seat plans.
Each seat has a role:
| Role | Can read | Can create & edit | Can manage billing, team, workspace |
|---|---|---|---|
| Owner | ✅ | ✅ | ✅ |
Teammate (member) | ✅ | ✅ | — |
Read-only (viewer) | ✅ | — | — |
What is the read-only seat for?
You run links for someone else — a client, a label, a brand you manage — and they want to watch their own numbers. Historically that meant one of two bad options: send them screenshots forever, or hand them a login that can also delete a live campaign at 2am.
Read-only is the third option. They see every screen: links, Link Pulse, app-open rates, audience, the lot. They can change nothing.
How do I invite someone as read-only?
- Go to Team.
- Enter their email.
- Set Seat type to Read-only (client).
- Send the invite.
The default is Teammate (can edit), so nothing changes if you don't touch the picker. A read-only seat counts against your seat cap the same as any other.
It's enforced on the server, not in the UI
This matters, so it's worth being blunt about: read-only is not implemented by graying
out buttons. Every request that would change something — creating a link, editing a
destination, deleting a folder, connecting an Instagram account, adding a webhook, inviting
another person, changing the workspace name — is refused by the API for a read-only seat,
with a read_only error. There is one gate, in front of the entire dashboard API, so a
feature we ship next month is covered the day it exists rather than the day someone
remembers.
Disabled buttons are a courtesy to the person using the app. They are not a permission model, and we don't treat them as one.
What a read-only seat can still do
- Read everything, on web and mobile.
- Download QR codes, share cards and CSV exports their plan includes.
- Unsubscribe themselves from emails — withdrawing consent is never gated by role, plan, or anything else.
Changing someone's role
Roles are set when you invite. To change one, remove the member and re-invite them with the role you want. An owner can't be created by invite — ownership isn't handed over through the invite flow.
Read more
- Docs: Custom domains · Audience
- Changelog: The read-only client seat
- Blog: Give Your Client a Login That Can't Break Anything
CSV import & export
Switch to Zippy in one paste — import your links from a Bitly, Short.io, or Dub CSV export (or any CSV with a URL column), preview before anything is created, and export all your Zippy links as CSV.
How Zippy is organized
Zippy's dashboard has four areas — Audience, Automations, Broadcasts and Links. Here's what lives in each, how a person moves between them, and where the old /segments and /instagram URLs went.