Team access

Granting team access

Invite colleagues to your client account so they can see reports and manage requests.

1 min read • Updated 2026-04-19

Your client account can have multiple users — usually a mix of brand managers, marketing leads, and finance. Each person gets their own login and notification preferences.

Invite a teammate

  1. 1
    Open Account → Team.
  2. 2
    Click Invite teammate.
  3. 3
    Enter their name and work email.
  4. 4
    Pick a role — see the role table below.
  5. 5
    Click Send invite.

They receive an invite email with a link to set a password and sign in.

Roles

RoleWhat they can do
AdminEverything: invite others, request new campaigns, view all reports.
EditorRequest new campaigns and view reports. Cannot manage the team.
ViewerRead-only on reports. Cannot request work or change anything.

Start everyone as Viewer unless you have a reason to do otherwise. It is easy to promote later.

Removing someone

Open Account → Team, click the row menu next to their name, and choose Remove. They lose access immediately and are signed out of any active sessions.