Inviting team members guide

Scale your agency workflow by adding colleagues, strategists, media buyers, and copywriters to your organization.

Step-by-step walkthrough

Step 1: Open team management

1. In the sidebar, navigate to Team & Users (or go to Settings → Team).
2. Click the + Invite Team Member button in the top-right corner.

Sidebar → Team & Users → Click "+ Invite Team Member"

Step 2: Fill in member profile

1. Enter the colleague's Work Email Address.
2. Select their organizational role:
   • Manager
   • Member
   • Viewer

Step 3: Assign client workspace scope

Choose between two workspace access modes:

• All Client Workspaces: The member automatically gains access to all current and future client accounts.
• Specific Workspaces Only: Restrict the member's visibility to selected client accounts (ideal for dedicated account managers or specialized vertical teams).

Step 4: Send invitation

Click Send Invite. The team member receives an email invitation containing an activation link to set their password.

Managing team seats and roles

From the Team & Users table:

• Change role or workspace assignment: Adjust client access anytime without disrupting active user sessions.
• Remove member: Instantly revoke access when an employee offboards. Their historical notes and approved content remain preserved.