How to add a team member to the panel

You invite colleagues to the panel so that each of them sees only what they need. An accountant sees only invoices, a salesperson only enquiries. Only the account owner can invite people and change the team.

Inviting someone

1. Open Settings and the Team section.
2. Under Invite someone, enter your colleague's email.
3. Choose a role (see below). For a Custom role, tick the Allowed sections.
4. Click Invite.

Your colleague receives an email with the Set password and sign in button. Once the password is set, they are in the panel and see only the permitted parts. If the email cannot be sent, the panel tells you and your colleague is added anyway: they should sign in with their email using Forgot password.

Roles

• Owner: everything. Only the owner changes the subscription, pays and manages the team.
• Site manager: the website editor and requests.
• Sales: only Enquiries.
• Accountant: only Payments, meaning invoices and the card.
• Custom role: you choose the sections yourself (Overview, Website, Requests, Enquiries, Add-ons, Payments, Settings, Team).

The permissions apply on the server too, it is not just hiding items in the menu. A team can have at most 10 people.

Changing a role and removing access

1. Next to the team member, click Change, adjust the role and save.
2. You remove access with the Remove button and a confirmation. That person can no longer get into the panel.

The owner cannot be removed or changed. If the account owner is to change (for example when a business is sold), write to us.

Your colleague has their own sign-in details. Never give your password to anyone.