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How to Invite Your Team to an Account

You don't need to share your login to give a colleague or client access to an account. Invite people directly and give each one the role that matches what they need to do.

Written by Velichko Achev

How to get there

You can manage members from either place:

  • Account panel: click your account name in the top left corner, then open the account.

  • Settings: go to Settings → Account.

The Members section lists everyone on the account. Click the add member button (person+ icon) to open the invite window.

Sending an invite

  1. Enter the person's email address.

  2. Open the Role dropdown and choose a role.

  3. Click Invite.

They'll receive an invitation to join the account. Once they accept, they appear in the Members list.

The four roles

Owner

Admin

Operator

Viewer

Browse the marketplace, view orders and transactions

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✓

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Build the cart, fill in and manage order details, offerlists and projects

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Check out, top up the wallet

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Invite and remove members, change account settings

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  • Owner: the account's main holder, with full access. Each account has one Owner.

  • Admin: full access, the same as the Owner. Use it for team leads or co-managers you trust.

  • Operator: runs campaigns day to day: builds the cart and manages orders, but can't spend from the wallet. An Owner or Admin confirms the checkout.

  • Viewer: read-only. Sees orders and progress but can't change anything. Ideal for clients who want visibility.

Notification settings

In the same panel, Enable Notifications turns all notifications for the account on or off. Link Order Notifications controls real-time alerts on order status changes.

💡 Inviting a client to their own account? Make sure you're in the right account before you send the invite. Invitations apply to whichever account is active when you send them.


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