Team members
Invite your staff, freelancers or agency team so they can work on the same links, visiting cards and analytics as you. Each person signs in with their own email and password.
Open the team page
- Click your name at the bottom of the left menu.
- Click Team Members.
Invite a member
- Click Add member.
- Type their Full Name * and Email Address *.
- Pick a role (see the table below).
- Click Invite Member.
The person appears in the list with an Unverified label until they accept.
What the invited person gets
- An email with the subject "[your name] has invited you to join account".
- An Accept Invitation button. It opens a page where they set a password (at least 8 characters, with 1 capital letter and 1 number) and click Join Account.
Roles
| Role | What the screen says |
|---|---|
| Owner | The person who created the workspace. Can't be turned off or removed by others. |
| Administrator | Full access to settings and workspace management. |
| Manager | Can manage campaigns, links and content. |
| Viewer | Read-only access to workspace analytics and assets. |
- Only the Owner and Administrators can invite people.
- Only the Owner can connect integrations and see everyone's actions in audit logs.
Change a member's role
You can't change a role after the invite. To give someone a different role, remove them and invite them again with the new role.
Turn a member off for a while
- Find the person in the list.
- Turn off the switch under Access. It shows Inactive, and they can't sign in.
- Turn it back on to give access again.
Remove a member
- Click the bin icon (Remove member) on their row.
- Confirm. They lose access right away, and their seat is free again.
Good to know
- Each plan has a set number of seats. You can see yours under Team seats on the dashboard and on Billing & Plans. When all seats are used, you need to upgrade or remove someone first.
- Use the All, Active, Inactive and Email not verified tabs to filter the list.
- You can't remove yourself. Ask another Administrator or the Owner.
Troubleshooting
- They didn't get the email → Ask them to check spam. There's no resend button yet, so remove them and invite them again.
- "You have reached the maximum number of users" → All seats are used. Remove a member or upgrade your plan.