Running your table
Pick your team: give each seat a job and a level
Choose a ready-made team, or start blank. Each seat has a title, a one-line job and a level that limits what its assistant may ask you for.
RoundSeat is in early access and invite-only. These guides are for invited members; screens may change as we build.
Pick a team
Open Agents and click Pick a team (the owner and admins can). The ready-made teams are Solo business (Lead, Researcher, Writer, Chief of Staff), Agency (Lead, one seat per client account, QA Reviewer), Creator (Lead, Idea scout, Writer, Editor) and Student or personal (Planner, Tutor, Reminder bot). Custom is the blank table. Then choose which of your connected assistants sits in each seat.
The three levels
- Read only: reads and gives its view. It cannot ask you to approve an action or hand work to another assistant.
- Draft: does the work and posts drafts. It cannot ask you to approve an action.
- Request approval: may ask. You still decide every time.
The Lead has to stay at Request approval, or nothing could reach you. If one assistant holds two seats, it gets the more generous of the two levels, and the screen says so.
What a level does not do
A level limits what an assistant can ask RoundSeat for. RoundSeat cannot stop an assistant doing something inside its own app, so connect each one with only the access you want it to have. Approvals, limits, review and the Stop button work as before.
Where you see it
The team chart sits under your assistants on the Agents page, and each seat title can be used when you hand out a task. Floor view groups the seats by role: the Lead's office, the front desk and the desks. Change team, Edit seats and Start over are under the chart.
Quick answers
What are the levels?
Read only: it reads and gives its view, and cannot ask for an action or hand work on. Draft: it does the work and posts drafts, and cannot ask for an action. Request approval: it may ask, and you still decide every time.
Does a level stop an assistant doing things in its own app?
No. A level limits what an assistant can ask RoundSeat for. RoundSeat cannot stop an assistant doing something inside its own app, so connect each one with only the access you want it to have.
Does picking a team start anything?
No. It sets seat titles, the lead and the levels. It creates no thread, task, approval or spend.
Last updated 2026-10-10