VIDEO TUTORIAL · 1:07
My team
Give colleagues and staff access to the portal with the role each one needs, and control who sees what.
English AI narration · Embedded English captions · Sample demonstration data
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Follow the steps in your account
Open in platform Sign-in and access to this tool are required.
Before you start
- Only owners and admins can invite members. Seats depend on your plan.
Step by step
- Under "Invite new member" enter the colleague's email.
- Choose a role: Viewer (view only), Manager (edit) or Admin (full access).
- Click "Send invitation". They get an email with a link valid for 48 hours.
- Under "Pending invitations" you can "Resend" or "Cancel".
- Under "Members" see status, last login and whether 2FA is on. Change the role with "Change role".
- When someone leaves, click "Revoke". They lose access immediately and you can reactivate them later.
- The "Role permissions" table shows what each role can view or manage in each section (campaigns, profit, invoices, etc.).
Common questions
- "This email is already registered".
- The email belongs to another portal account. Use a different email or contact support.
- The invitation expired.
- Click "Resend" for a new 48-hour link.