Team Management

Onboarding clients is a collaborative effort. You invite your agency colleagues into Conboarding to help manage projects and review client submissions.

Every user gets assigned a specific role. This ensures that only authorized personnel can change sensitive settings or modify billing.

Inviting Team Members

1. Navigate to the Team tab in your dashboard.
2. Click the button to invite a new member.
3. Enter the email address of your colleague.
4. Select their designated role from the dropdown menu.
5. Click send to dispatch their invitation email.

[IMAGE_PLACEHOLDER: The Team settings page showing the invite member form and the list of active team users]

Understanding Roles

1. Assign the Owner role for complete control over billing and agency settings.
2. Assign the Admin role for users who need to manage projects, templates, and other users.
3. Assign the Member role for staff who only need to view and interact with client projects.

[IMAGE_PLACEHOLDER: A table or dropdown showing the differences between Owner, Admin, and Member permissions]