How to get there
Click Account in the top left corner — you'll see your account name and role.
Select Accounts from the left sidebar.
In the account panel, you'll see a Members section showing everyone currently on the account.
Click the add member icon (the person+ button) to open the invite modal.
Sending an invite
In the Invite an account member modal:
Enter the person's email address.
Open the Role dropdown and select the appropriate role.
Click Invite.
They'll receive an invitation to join the account. Once accepted, they
appear in the Members list.
The three roles
Admin — Full access to the account. Can manage orders, invite other members, and handle account settings. Use this for trusted team leads or co-managers.
Operator — Can place and manage orders but has limited access to account-level settings. The right role for team members who are executing campaigns day-to-day.
Viewer — Read-only access. Can see orders and campaign progress but can't take action. Ideal for clients who want visibility without being able to make changes.
Notification settings
Each account has a Link Order Notifications toggle in the Accounts
panel. When enabled, members receive real-time alerts on order status changes. You can turn this on or off per account from the same panel.
💡 Inviting a client to their own account? Make sure you're in the
correct account before sending the invite — invitations are scoped to
whichever account is active when you send them.
💡 Next step: How To Create and Manage Multiple Accounts