Invite team members and assign roles

Answer

Growing your team is simple. With Team Management you can invite colleagues, assign the right role to each person, and keep full control over who can access what.

The two available roles

Before you invite anyone, it helps to know what each role can do:

• Administrator: full access to everything, including settings, financials, and team management.
• Content Manager: can create and edit content only. They cannot access settings, financial data, or team management.

This way you can safely bring in a copywriter or VA without giving them access to sensitive parts of your account.

How to invite a team member

1. Go to Team in your dashboard.
2. Click Invite team member in the top right corner.
3. Enter the person's email address.
4. Select their role: Administrator or Content Manager.
5. Click Send invite.

Your new team member will receive an email with an invitation link. Once they click it and create their account, they can get started right away.

Change a role or remove access

You stay in control at all times:

1. Go to Team in your dashboard.
2. Find the team member in the list.
3. Click the three-dot menu next to their name.
4. Choose Change role to assign a different role, or Remove to revoke their access immediately.

Tips

• Not sure which role to pick? Start with Content Manager. You can always upgrade to Administrator later.
• The Team overview shows you at a glance how many Administrators and Content Managers are active, so you always have a clear picture of your team.
• Removing a team member does not delete any content they created.