Invite Team Members

Inviting team members

If you work with a partner, a VA, a CFO, or an agency, you can give them access without sharing your password.

How to invite someone

Go to Settings → Team. Click Invite Member, enter their email address, and click Send Invite. They'll receive an email with a link to accept and create their own login. Invites expire after 7 days — you can resend from the same page if needed.

Roles

Admin — full access to everything: analytics, settings, integrations, costs, and billing. Use for business partners or a CFO who needs complete visibility.

Member — view-only access to analytics and reports. Cannot change settings, manage integrations, or access billing. Good for a VA or an employee who needs to see the numbers but shouldn't change anything.

Managing access

You can see all active members and pending invites in Settings → Team. To remove someone, click the three-dot menu next to their name and select Remove. Access is revoked immediately.

Team size limits

The number of team members you can invite depends on your plan. Check Settings → Billing to see your current limit.