Changelog

We rolled out a full role system for Salesy organizations and teams.

Organization roles

• Owner — one per organization. Manages billing, can transfer ownership, and has full access.
• Admin — manages members, teams, and settings. Cannot transfer ownership.
• Member — uses the product day to day. Can create and edit their own work.
• Viewer — read-only access to dashboards and shared content.

Team roles

Inside a team you're either a Manager (can invite, configure, and remove team members) or a Member.

What changed

• Every API route is now gated by the caller's permissions.
• The members and teams pages show each person's role and surface a "Learn about roles" link to the docs.
• Owners can transfer ownership to any active admin or member from the org members table.

Read the full role matrix in Security → Roles and permissions.

We're splitting Salesy into a clean monorepo so the marketing site, the dashboard, and our shared infrastructure each live in their own app.

Shared packages cover telemetry, pricing logic, and the UI design system — so anything we ship on one surface stays consistent on the other.

We refreshed the onboarding flow so that — right after email verification — you get a clearer decision between the free plan and a team plan, with the upgrade path baked in.

Pricing copy on the marketing site was updated to match.