Inviting team members to your agency

Your agency can have multiple team members. Admins can do everything; staff have a more limited view and only see the clients they’re assigned to.

Send an invite

1. 1Open the Team page from the main navigation.
2. 2Click Invite team member.
3. 3Enter their email and choose a role — admin or staff.
4. 4Send the invite. They’ll receive an email with a link to join.

Admin vs staff

• Admins can manage clients, billing, settings, and the whole team.
• Staff can work with content for the clients they’re assigned to, but can’t change billing or manage the team.

Assign staff to clients

Staff only see clients you assign to them. This keeps each person focused and protects client privacy.

1. 1On the Team page, open the staff member you want to assign.
2. 2Choose which clients they should have access to.
3. 3Save. From then on, that staff member sees only those clients across the dashboard, calendar, and clients list.