How to invite your team and your clients

On a paid plan, you can invite the people who work on your businesses, and the clients you run businesses for. Each person gets a role and the businesses they may see, signs in with their own email, and everything they change is in your audit log. Seats are not charged.

Invite someone

1. Open Team members in your dashboard’s menu. Only you, the owner, and your admins see it.
2. Under Invite someone, type their Email, choose a Role, and choose their Businesses: every business, including the ones you add later, or only the businesses you choose.
3. Press Send invitation. The link in the email works for 7 days.

They open the invitation and sign in with the invited address, in one of two ways: Continue with Google, with the Google account for that address, or Email me a sign-in code, then type the code they receive. There is no password to create. Next time, they sign in the same way, with Google or with a code.

You can send up to 25 invitation emails a day, and a team has up to 50 people. Resend sends a new link and ends the old one; Cancel invitation and Remove take the access away at once.

The roles

• Admin: everything you do, including billing and the team, except changing your sign-in or deleting the account. Sees every business. Only you can give someone the admin role.
• Editor: works on the businesses you choose: chats with the team, plans the work, reads the reports. Cannot approve, delete or change billing.
• Approver: sees and decides the approvals of the businesses you choose, and reads their weekly reports.
• Viewer: reads the businesses you choose: the work, the reports and the approvals. Changes nothing and approves nothing.
• Billing: handles the plan, invoices, packs and the payment method, and each store’s money: balance, payouts, statements and refunds. Reads the work, the reports and the approvals of every business, but not orders, form messages, contacts, or customers’ messages and comments. No day-to-day work, no approvals, no team.

Some things stay yours alone, as the owner: your sign-in and your profile, deleting the account, your connector tokens, your WhatsApp link, your social connections, your referral link, and a domain’s transfer code. TikTok posts and YouTube uploads are approved by you too; a member can still reject them or ask for changes.

Hand a client their approvals

To let a client say yes to what is published for their own business:

1. Under Invite someone, turn on Hand a client their approvals.
2. Type the client’s email and choose Their business.
3. Press Send the approvals invitation.

Your client sees that one business’s approvals and its weekly reports, and nothing else. Each time something is ready, they get an email and decide: approve, ask for changes in their own words, or reject. Nothing is published until they approve it.

While a client approver is active, approvals for that business go to them, by email, and you are no longer asked on WhatsApp for those. The work still sits under Waiting for you on your side, so you can step in, and if no email reaches your client, you are asked as before.

On White label, the invitation, the emails and the sign-in carry your brand, and your client signs in on your own dashboard address, with an emailed code. A client invitation waits until your email domain is verified and your dashboard address is live, and the form says so; it then goes out by itself. See How to set up White label.

Your audit log

Open the audit log on Team members shows invitations and changes to your team, every approval decision, yours included, from the dashboard or from WhatsApp, and every change a team member made. Filter it by date and by kind, and download it as a spreadsheet with Download CSV.