Team

​

1. Access the Collaborators page

• Click your workspace name in the top-left corner.
• Select Settings from the dropdown.

​

2. Click the Collaborators tab in the top navigation bar.

• Click the Collaborators tab in the top navigation bar

You will see a Team Management overview with four counters: Active Members, Pending Invitations, Collaborators, and Assigned Tasks.

​

Invite someone

1. Click the Invite a member button in the top-right corner.
2. Enter one or more email addresses. Press Enter or comma after each one to confirm.
3. Select a role from the Role dropdown. The default is Collaborator (works on behalf of the agency).
4. Click Send Invitations.

The invitation appears under Pending Invitations until the recipient accepts it.

​

Available roles

• Owner: full access to all settings, billing, and team management. Only the account creator holds this role.
• Collaborator: can access assigned projects and contribute to tasks.

Additional roles may be available depending on your plan. Check the Role dropdown for the full list.

​

After sending an invitation

The recipient receives an email with a link to join your workspace. Once they accept, they move from Pending Invitations to Team Members.

​

Collaborator limits

The invitation form shows how many slots remain on your plan (e.g. 0/3 collaborators). To add more, go to Billing in Settings and upgrade your plan.

​

Troubleshooting

Invitation not received: ask the recipient to check their spam folder and verify the email address was entered correctly. No slots remaining: upgrade your plan from the Billing section. Collaborator cannot access certain features: their role may restrict access. Update their role from the Team Members list if needed.