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Using Vythos

Your team and their access ​

Access in Vythos answers one question: which kinds of rule reach this person — on their screen and, just as importantly, in the AI tools they use.

A category set to no access is never sent to them. Not in Ask, not in a context pack, not in a draft check. This is what makes it safe to give a freelancer your brand rules without giving them your rate card.

Invite someone ​

Go to Members → Invite team member:

  1. Email.
  2. Role — this sets sensible defaults, which you can then change.
  3. Assigned clients — leave empty for every client, or pick the accounts they work on.
  4. Playbook access — a level for each of the seven categories.

They get an emailed link. Invitations expire after 7 days; send another if one lapses. How many people you can have depends on your plan, shown on the Members page.

The four roles ​

Roles are a starting point, not a cage: every category can be changed individually when you invite someone, and afterwards.

RoleWho it's forWhat they get by default
OwnerYou. The person who created the workspaceEverything, and the only person who adds and retires rules
LeadAccount or creative leadEvery category reaches them and their AI tools
MemberSpecialist — copy, design, paid mediaHow we work, brand, strategy and past decisions. Not pricing, terms or who decides
CollaboratorFreelancer or external partnerHow we work and brand only, and only the clients you assign

The four levels ​

For each category, per person:

LevelWhat it means today
Can editAdds and retires rules of this kind — owners only for now. For anyone else it currently behaves like Can see
Can suggestSees these rules. Suggesting changes is coming
Can seeSees these rules, and they reach their AI tools
No accessNot shown, and never sent to their tools

Why two levels behave the same today

Only the owner has the Playbook page, so Can edit and Can suggest currently deliver what Can see delivers. The distinction is kept because it's the access you'll want the day teammates can add rules, and the invitation screen says this plainly rather than promising something the app doesn't do yet.

What a teammate sees ​

  • Ask, answering from the rules they're allowed and their own memory. Their conversations are their own — you can't read them, and they can't read yours.
  • Sources, to connect their own accounts and upload their own files. What they upload goes into their memory — not yours, and not the owner's.
  • AI tools, to connect Claude, Cursor or anything else with their own key. Their key carries their access: their tools receive exactly what they do.

They don't see the Playbook page, the Members page, or anyone else's memory.

Changing access later ​

On Members, open someone's access and change any category. It takes effect on their next question and their next context pack — there's nothing to re-issue and no key to rotate.

When someone leaves ​

There's no way to remove a person from the workspace in the app today. To stop anything shared reaching them, open their access on Members and set every kind of rule to No access — it takes effect on their next question and their next context pack — then ask us to close their account.

One thing to know: rules are read with the access of whoever added them. If a departing colleague added rules from their own Drive, those rules keep working but stop following their documents once that access ends, and say so. Add the documents again from an account that's staying. See When a file can't be read.

Good defaults for an agency ​

  • Freelancers → Collaborator, assigned to the one client they work on.
  • Employed specialists → Member. Add Pricing & rates at Can see only if they quote.
  • Account leads → Lead. They usually need terms and rates to do their job.
  • Your accountant or lawyer, if you add them at all → Member with everything at no access except Terms & commitments.

Vythos — the context layer for agencies that run on their own rules.