How to invite new team members and change permissions
Effectively managing your team is crucial for streamlining collaboration and ensuring everyone has the right access to the tools and resources they need. In this guide, we’ll walk you through the process of inviting new team members and adjusting their permissions. By following these steps, you’ll be able to seamlessly integrate new users into your team and tailor their access to fit their roles, helping to optimize productivity and maintain smooth operations.
Access requirements
You can add up to 15 team members to your account, depending on your paid plan. Growth plan users are limited to 3 team members, while Professional plan users can have up to 15. To upgrade your plan, click here.
Add a team member to your account
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Click your profile icon in the top right and click Manage Access.
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From the Users tab, click on Invite User on the upper right side of the page.
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Enter the user's name and email address, assign a role, and then click Invite. Your teammate will receive an email with a link to set up their account afterwards.
Important: Your teammate must set up their account using this method. If they create a separate account, it cannot be merged with your team account, and they won't be on the same plan as you.
Create a role and set permissions
You can grant your teammates the right access with custom roles. Here's how to create a role and set permissions:
- Click on your your profile icon and click Manage Access from the dropdown list that appears.
- Once you're in the Manage Access page, go to Roles.
- Click on Create Role on from the upper right part of the page.
- Add the Role Name. To grant permissions, simply click the checkbox next to each relevant permission. If you need more granular control, click the down arrow next to a permission for a dropdown list of more specific options.
