Do you work on your campaigns with several people? Then invite your colleagues to your business account. That way you can work together on orders, messages and creators.
In short
- You manage your team via Settings › Team.
- There are three roles: Owner, Admin and Member.
- An invitation is valid for 7 days.
Where do you manage your team?
- Go to Settings › Team.
- Under Team members you can see who has access to your business account and which role everyone has.
How do you invite a colleague?
- In Settings › Team, click Invite.
- The Invite team member window opens. Enter your colleague's email address.
- Under Role, choose Member or Admin.
- Click Send invitation.
Your colleague receives an email with a link to join your team. As long as the invitation hasn't been accepted, it's listed under Pending invitations. There you can also see until when the invitation is valid. Want to withdraw an invitation? Click Cancel.
Please note: your colleague accepts the invitation with a business account on the same email address the invitation was sent to. Doesn't your colleague have an account yet? Then read How do I create a brands account? An account can only belong to one team.
Which roles are there?
- Owner: the owner of the business account. Has full access and is the only one who can remove admins.
- Admin (Full access): can invite and remove team members, cancel invitations and has access to all settings, such as Finance, Team and Integrations. An admin can't remove other admins.
- Member (Orders, messages and creators): works on orders, messages and creators. The Finance and Team tabs are locked and Integrations isn't visible.
Good to know: all team members can see your company's orders. In Orders, the Ordered by column shows who placed an order.
How do you remove a team member?
Go to Settings › Team and click the bin icon next to the team member. The owner can't be removed. If a team member still has active orders, you can't remove them (yet).
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