Team Members
Invite teammates, VAs, or clients, then manage roles and permissions.
Invite team members when someone else needs to help manage campaigns, partners, or workspace settings.
Invite A Teammate, VA, Or Client
Open workspace settings and click Invite to workspace. Enter the person's email, choose a role, review permissions, and send the invite.
The invite opens a workspace acceptance flow. After the person accepts, they can switch into the shared workspace.
Roles And Permissions
Workspace roles are:
- Owner
- Manager
- Member
Permissions can control workspace content, sender identity, affiliate program access, affiliate payouts, and member management.
Change Or Remove A Member
Open workspace settings, find the member, and use the member actions to update their role, update permissions, or remove them from the workspace.
Removing a member removes access. It does not delete campaigns or partners.
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