Manage your team

How to invite new team members and change permissions

You can add up to 15 team members under your account, depending on the paid plan that you're on. (upgrade here)

  1. Click your profile icon in the top right and click My Account.

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  2. From the Users tab, click on Invite User.


     

  3. Enter the user's name and email address, then click Invite.

Your teammate will receive an email with a link they'll use to set up their account.

 

Important: Your teammate must set up their account using this method. If they create a separate account, it won't be able to be merged with your team account and they will not be on the same plan that you are on.

 

You can grant your teammates the right access with custom roles. Here's how to create a role and set permissions:

  1. Under Manage Access, go to Roles. 

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  2. Click on Create Role.

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  3. Add the Role Name

    Screenshot 2024-07-03 at 3.27.01 PM

  4. To grant permissions, simply click the checkbox next to each relevant permission. Need more granular control? Click the down arrow next to a permission for a dropdown list of more specific options.

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