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Team and Collaboration

  • Team and collaboration overview
  • Invite a Teammate
  • Roles and Permissions
  • Projects workspace and image comments
  • Collaborative editing workflow
  • Review and Approval Process
  • Remove or Change Team Access
Courses and Digital LearningNext: FAQ and Troubleshooting
Documentation/Team and Collaboration

Invite a Teammate

Open Settings → Access, check the Access seats meter, then Invite with email, role, and modules. The teammate signs in with their own login for those areas. You can revoke access later.

Invite assistants, editors, and contractors into your workspace with their own login. Each invite sets a role (what they can do) and modules (which areas appear in their sidebar). Send invites from Settings → Access.

How seats and plan limits work: Team and collaboration overview.

Prerequisites

Dashboard → Settings → Access → Invite (or Invite member)

You must be the workspace owner. Only owners send invites and open Settings.

What you're looking at

Access tab: seat meter (X of Y Access seats used), active members, pending invitations, role and modules per member.
Invite form: email; role (manager, editor, author, or viewer); module checkboxes for Pages, Posts, Media, Portfolio, Projects, Events, and Products (limited to modules your plan allows).

Implementation steps

  1. Open Settings → Access and read the seat meter. If seats are full, upgrade under Settings → Subscription or free a seat first.
  2. Click Invite or Invite member.
  3. Enter the teammate's email address and check the spelling.
  4. Select a role for their job (see Roles and permissions).
  5. Select the modules they need (for example Posts and Media for a blog editor).
  6. Send the invitation.
  7. Ask them to accept via the email link and sign in.
  8. After acceptance, confirm their sidebar shows the modules you granted. Their home is General.

What you'll see

The invite appears as pending on Access until accepted. After acceptance, the member lists with their role and modules and can sign in with their own credentials. Owner-only areas (Settings, billing, Storage) stay off their sidebar.

Verifying your setup

  • Invitation sent from Access and visible as pending or accepted.
  • Teammate appears in the member list after accepting.
  • Their sidebar matches the assigned modules; role matches what you selected.
  • Settings and subscription stay unavailable to them.