Agency & Reseller
Team Members
Invite team members to your agency. Members automatically get access to all client accounts with role-based permissions.
Invite colleagues to help manage your agency. When you add a team member at the agency level, they automatically get access to all client accounts with the same role - no need to invite them to each client individually.
How It Works
Agency team membership uses a hierarchy model:
- You invite a team member to your agency team with a specific role
- That member automatically inherits access to every client sub-team
- Their permissions across all clients match their agency-level role.
When you add a new client, existing team members can immediately access it. No extra setup required.
Inviting Team Members
- Navigate to Agency > Team in your agency dashboard
- Enter the email address of the person you want to invite
- Select a role (see below)
- Click Add Team Member
If you have a custom domain configured, send invitations while on your custom domain so the invite link and registration flow use your agency branding.
Roles
Role
Permissions
Administrator
Editor
Member
Managing Team Members
- Change roles – Click the role name next to a team member to update their permissions
- Remove members – Click “Remove” to revoke a team member’s access to the agency and all client accounts
- Cancel invitations – Cancel pending invitations that haven’t been accepted yet
FAQ
Can a team member have different roles for different clients?
The role assigned at the agency level applies to all client accounts. If you need someone to have access to a specific client only, invite them as a client user instead. Client users are scoped to a single client workspace and cannot see other clients or agency settings.
Do team members count against any limits?
Will team members see the agency dashboard?
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