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Give colleagues and staff access to the portal with the role each one
needs, and control who sees what.

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Only owners and admins can invite members. Seats depend on your plan.

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Under "Invite new member" enter the colleague's email.

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Choose a role: Viewer (view only), Manager (edit) or Admin (full
access).

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Click "Send invitation". They get an email with a link valid for 48
hours.

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Under "Pending invitations" you can "Resend" or "Cancel".

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Under "Members" see status, last login and whether 2FA is on. Change the
role with "Change role".

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When someone leaves, click "Revoke". They lose access immediately and
you can reactivate them later.

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The "Role permissions" table shows what each role can view or manage in
each section (campaigns, profit, invoices, etc.).

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Give the smallest role that is enough. An accountant or partner who only
reads reports needs Viewer.