Managing Your Team

Add team members to your workspace, assign appropriate roles, and collaborate on your marketing efforts.

Accessing Team Settings

1. Go to Settings
2. Click Team Members
3. View all members

Team Roles

Available Roles

Role Permissions

Owner:

• All admin permissions
• Manage billing
• Delete company
• Transfer ownership

Admin:

• Manage team members
• Access all features
• Edit settings
• Cannot access billing

Editor:

• Create content
• Edit content
• View analytics
• No settings access

Viewer:

• View content
• View reports
• No editing ability

Inviting Members

Send Invitation

1. Click Invite Member
2. Enter email address
3. Select role
4. Click Send Invitation

Bulk Invites

Invite multiple at once:

1. Click Bulk Invite
2. Enter emails (one per line)
3. Select role for all
4. Send invitations

Pending Invitations

View pending invites:

• See who hasn't accepted
• Resend invitations
• Cancel invitations

Managing Members

View Member

Click on member to see:

• Profile information
• Role and permissions
• Activity history
• Join date

Change Role

1. Click on member
2. Click Change Role
3. Select new role
4. Confirm change

Remove Member

1. Click on member
2. Click Remove
3. Confirm removal
4. Member loses access immediately

Member Activity

Activity Log

View what members do:

• Content created
• Changes made
• Login activity
• Feature usage

Filter by Member

1. Go to Activity Log
2. Filter by team member
3. See their specific activity

Team Communication

Mentions

Mention team members:

• In comments: @name
• In notes: @name
• They receive notification

Assignments

Assign tasks to members:

• Assign leads
• Assign conversations
• Assign reviews

Permissions Best Practices

Least Privilege

Give minimum needed access:

• Start with Viewer
• Upgrade as needed
• Review periodically

Role Distribution

Recommended structure:

• 1-2 Owners
• 2-3 Admins
• Multiple Editors
• Viewers as needed

Security

Monitor Access

Review regularly:

• Active members
• Recent logins
• Unusual activity

Remove Inactive

Periodically clean up:

• Remove departed employees
• Downgrade inactive members
• Review vendor access

Troubleshooting

Invitation Not Received

• Check spam folder
• Verify email address
• Resend invitation
• Contact support

Can't Access Feature

• Verify role permissions
• Check if feature is enabled
• Contact admin for access

Removed by Mistake

• Owner/Admin can re-invite
• Same email address
• Previous data preserved

Best Practices

1. Document roles - Write down who does what
2. Review quarterly - Audit team access
3. Remove promptly - When members leave
4. Train new members - Onboard effectively
5. Use least privilege - Minimum necessary access