Add Team Members

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.