Add team members for agency

How to add and manage team members in your agency account?

You can invite other users to collaborate on your app by assigning them roles with specific permissions. This helps you securely share access without giving full control of your account.

Step 1: Go to “Team members”

• From the app dashboard, click on Team members in the side menu

• You’ll see a list of all currently added team members and their assigned roles

Step 2: Click on “Invite team member”

• Click the Invite team member button

• Enter the email address of the person you want to invite

• Select a role from the dropdown list: Admin, Manager, Editor, or Visitor

Step 3: Understand team member roles and access

Role	Access level
Admin	Full access to all features, including billing and settings
Manager	Access to all app-related features, but not billing or critical account settings
Editor	Can build and edit the app, but cannot publish or access advanced settings
Visitor	View-only access to the app dashboard. Cannot make changes

Choose a role based on the level of access you want to grant. You can change it later if needed.

Understanding user statuses

• Active users – Can access the app and make changes based on their assigned role.

• Inactive users – Will not have access to the app and cannot make any changes.

Step 4: Send the invitation

• Click Invite to send the invitation

• The user will receive an email to create their login and join your team

Step 5: Manage existing team members

• View the full list of team members, their emails, roles, and status

• Use the edit icon to change roles or the remove icon to revoke access

Step 6: Resend invites if needed

• If an invitation hasn’t been accepted, use the Resend button next to the pending invite

Pending team members won’t have access until they accept the invite and set up their account.