How to invite and manage your team members

Members are the people on your team who sign in to your agency. Each one has their own email, password and two-step verification, and a role that decides what they can do.

Step 1: Open Members

In the left navigation panel, click Settings and open the Members tab. You'll see each member with their role, the date they were added and their last update. Use Search members... to find someone.

Step 2: Invite a member

Click Invite member. Type their Full name and Email address, choose their Role and click Send invite.

The person receives an email to activate their account and create their password. If the email belongs to someone who's already an active member, the platform displays a notification and doesn't send a new invitation.

Roles

• Agency Owner: full access to the agency.

• Agency Admin: works across the platform, but can’t change the agency's settings or invite members.

• Agency User: basic access.

Step 3: Change a role or remove a member

Click ⋮ at the end of the member's row:

• Edit role: modify its role.

• Deactivate: takes away their access.

• Delete: removes the member. Their history stays in the platform.

Members of your clients' subaccounts

Each client subaccount has its own members, separate from your agency's team. The subaccount's Owners and Admins invite and manage them from the Members tab of the subaccount's settings, and they can also set a member's two-step verification back to email. The members of a subaccount only have access to that subaccount, never to your agency's settings.

Technical reference

• Two-step verification: every member has it on. An Owner or Admin can set a member's verification back to email if they lose their authenticator app. See How to manage your profile, password and two-step verification.

• One email per member: the email is the member's login.

Common problems

Done

Your team now has access to your agency, each with the right role.