Managing Team Members in Your Account
As a Team Owner or Team Administrator, you have the ability to invite team members to join your account and collaborate on marketing strategies for one or more businesses. Once a team member has accepted their invitation, they will be displayed in the team members section.
In this section, you can edit their permissions, assign them to businesses, and remove them from your team. Let's take a closer look at how to manage team members in your account.
Viewing a Team Member's Profile
To view a team member's profile, simply click on their name in the team members section. This will open a popup window with their profile information.
The team member profile is divided into three sections: settings, business access, and manage.
Settings
In the settings section, you can view and edit the team member's overall permissions and feature access. This includes the ability to add or remove them from specific projects, as well as granting them access to certain features within the account.
Important: Team Members assigned Administrator access, will automatically have access to all businesses and features. Only assign this role to other staff members.
Business Access
The business access section displays all of the businesses that the team member is currently assigned to. You can easily add or remove them from businesses in this section.
Manage
The manage section allows you to delete a team member from your account. This should only be done if the team member is no longer a client, part of your team, or if they have left the company.
Now that you know how to view and manage team member profiles, you can easily keep your team organized and ensure that everyone has the appropriate permissions and access within your account.