Team Members & Permissions
Last updated: March 18, 20265 min readBeginnerAgency
Agency accounts support team collaboration. Invite your team members with role-based access to manage clients without sharing your main account credentials.
Team Roles
- Owner — Full access to everything including billing and team management
- Admin — Full client management access, cannot manage billing or remove the owner
- Member — Can view and manage assigned clients, cannot add new clients or manage team
1
Go to Team tab
Navigate to the Team tab in your agency dashboard.
2
Click 'Invite Member'
Enter the team member's email address.
3
Select role
Choose the appropriate role (Admin or Member).
4
Send invitation
The team member receives an email with a link to join.
How Permissions Work
Team members authenticate with their own credentials and receive their own JWT token. When they access client data, the X-Acting-As header is used to scope their requests to the appropriate client.
Only the account owner can manage billing, remove team members, or delete the agency account. This prevents accidental changes by team members.
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