Quick answer: Open Team Members (requires the TEAM_VIEW permission), click Invite Member, enter their email, and assign a role — Admin, Manager, Member, or Viewer. They receive an invitation email. Edit roles and permissions any time, and remove members who no longer need access.
Team Members lets you collaborate with proper access control — so everyone has the access they need and nothing they don't.
Before you start
Confirm you can manage members and identify which tasks each person needs to perform. Use the permissions shown in the current workspace.
Practical example
A person reviewing reports may need different access from the teammate connecting senders or changing billing. Verify the assigned access after the invitation is accepted.
Check your result
If a teammate cannot open a page, check their organization and role before sending another invitation. Review access when responsibilities change or a person leaves the team.
How to invite a team member
- Navigate to Team Members (requires TEAM_VIEW permission).
- Click Invite Member.
- Enter their email address.
- Select a role.
- Send the invitation — they'll receive an email to join.
Roles at a glance
| Role | Access |
|---|---|
| Admin | Full access |
| Manager | Management access |
| Member | Standard access |
| Viewer | Read-only access |
Permissions
Roles map to granular permissions, such as:
PROJECT_CREATECAMPAIGN_CREATECONTACT_VIEWANALYTICS_VIEWTEAM_VIEWINTEGRATION_VIEW
How to edit or remove members
- Edit — update a member's role or permissions and save.
- Remove — remove a member to revoke their access.
Best practices
- Assign the least-privileged role that lets someone do their job.
- Limit the number of Admins.
- Review permissions periodically and remove inactive members.
- Document who has access to what.
Frequently Asked Questions
Who can manage team members?
Users with the TEAM_VIEW permission (typically Admins and Managers). Roles control what each member can see and do.
What role should I give a new teammate?
Start with the least-privileged role that fits their job — Viewer for read-only, Member for standard work — and elevate only if needed.
How do I revoke access?
Remove the member from Team Members, or change their role to reduce permissions.
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