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Admins invite teammates and manage the team from the Members page.

Open Members

Invite and manage your team from Settings.

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Invite someone

1

Open Members

Open the account menu at the bottom of the sidebar and click Members, or go to Settings → Members.
2

Add members

Click Add member. Enter one or more email addresses, separated by commas, and pick a Role: Member (the default) or Admin. Each person receives an invitation email to join your workspace.
3

Follow up

Pending invitations appear in the list with the status Pending. Use the ⋯ menu to Resend invitation or Cancel invitation. An invitation expires after 30 days.
The Members page with owner, admin, and member roles and the Add member button

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Roles

  • Admin: full access, including team management, scope, and Organization Instructions
  • Member: standard access for day-to-day campaign work
See Roles and permissions for the full breakdown.

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Change a role or remove someone

  • Change a role: pick Member or Admin in the Role column, for a member or a pending invitation.
  • Remove a member: use the ⋯ menu and click Remove member. They lose access to the workspace immediately, and you can invite them again later.
You cannot change your own role, and the Owner’s role cannot be changed or removed.

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Several workspaces

A person can belong to several workspaces. Switch between them from the account menu or from Profile. Campaigns, Skills, and Organization Instructions are shared within a workspace.