Every plan has unlimited team members and clients. Invites go by email, work once and expire after 7 days.
The four roles
- Admin: agency team. Manages clients, sites, the team, webhooks and billing.
- Member: agency team. Sees every client and site, replies, assigns and changes statuses.
- Client admin: a person of one client. Comments on that client’s sites and invites colleagues.
- Client member: a person of one client. Comments on that client’s sites.
Clients only see their own sites. They never see internal notes.
Invite your team
Only admins can do this.
- In the sidebar, open Team.
- At the bottom of the Agency members card, type the Email.
- Choose the Role: Admin or Member.
- Choose the Email language of the invite.
- Press Send invite.
To change a role, pick another one next to the person and press Save. To take someone off the team, press Remove from team. Their comments stay.
Invite a client
- In the sidebar, open Clients, then the client.
- In the Members card, type the Email.
- Choose the Role: Client admin or Client member.
- Check the Email language and press Send invite.
The person gets an email with a button to join, and a link to each of the client’s sites. They log in with their email; there is no password.
To start every invite of a client in the same language, admins can set the Client language at the top of the client page and press Save language.
Client admins invite their colleagues
A client admin has a People page in the sidebar. It has the same Members card, so they can invite and remove people of their own company without asking you.
Resend, revoke or remove
Invites not yet used are listed under Pending invites, with their expiry date.
- Resend sends the email again.
- Revoke cancels the invite.
- Remove next to a member takes away their access to this client. Their comments stay, and you can invite them again later.
Someone who belongs to two or more workspaces picks the workspace in the menu at the top of the sidebar. The menu only shows for them.