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Getting StartedApril 5, 2026

How to Invite Team Members

Who can invite team members: All plan tiers. Starter allows 1 user, Pro allows 3, Agency allows unlimited.

Steps:

  1. Go to Settings → Team
  2. Click "Invite Member"
  3. Enter their email address and select their role (Admin or Member)
  4. Click Send Invite
  5. They receive an email with a link to create their account and join your agency

Roles:

  • Admin — full access to all tools and settings
  • Member — access to all tools, cannot change billing or agency settings

To remove a member: Go to Settings → Team, find the member, click the three dots menu, select Remove.