How to Invite and Manage Team Members
Last updated February 17, 2025
Many SaaS platforms support multi-user access, allowing teams to collaborate seamlessly. Here’s how you can invite members and manage their permissions:
1. Inviting a New Team Member
- Go to Settings > Team Management.
- Click "Invite User" and enter their email address.
- Select their role (Admin, Editor, Viewer, etc.).
- Send the invitation. The user will receive an email to join your workspace.
2. Managing User Roles & Permissions
- Navigate to Settings > Team Members.
- Find the user you want to edit and click "Manage Role".
- Choose from available roles:
- Admin: Full access to settings, billing, and user management.
- Editor: Can modify content but cannot change billing settings.
- Viewer: Read-only access.
- Save changes to apply new permissions.
3. Removing a Team Member
- Locate the user in Team Management.
- Click "Remove User" to revoke access.
- Any work assigned to them will remain in the system but will need reassignment.
FAQs
1: Can I invite users on all subscription plans?
Some plans limit the number of team members. Check your plan details in Billing > Subscription.
2: How can I transfer ownership of the account?
In Team Management, assign another Admin as the new owner, then downgrade or remove your access.
3: What if a user doesn’t receive the invitation email?
Ask them to check their spam folder. If they still don’t receive it, resend the invitation or contact support.
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