Invite your team, remove people and hand over the agency

Your team is under Settings > Team. The owner invites colleagues by email, removes members and hands the agency over to a member; a member can leave. Two roles are given, Owner and Member.

Invite a colleague

1. Open Settings and go to Team.
2. Under Invite by email, type your colleague's address and choose Invite.
3. The page says the invite was sent and works once, for 7 days. Your colleague gets a mail with Accept the invite.
4. Your colleague opens the invite and chooses Join with your agency's name if they already have an account with that address, or Create account and join if not.

The invite works only for that address, and they join as a member. Inviting the same address again replaces the open invite. Open invites are listed under Invited, each with Revoke. An agency can send 20 invites a day.

If the service does not send mail yet, the page says Mail is not switched on yet, so no email was sent and gives you Copy invite link. Send that link to your colleague yourself.

Remove a member

1. In the Team table, choose Remove beside the person.
2. Choose Remove from team.

They lose access to the agency's clients, links and connections at once. Their account stays, and so does everything they made in the agency.

Hand the agency over

1. Choose Make owner beside a member.
2. Type your agency's name exactly as shown (capitals and extra spaces do not matter), and choose Hand over ownership.

The member becomes the owner and you become a member. If the service sends mail, the new owner gets a mail saying they are now the owner. For mail about clients, a person who never set the switch follows their new role: on for the new owner, off for you. A switch someone set themselves stays as it is.

Leave the agency

1. At the bottom of Team, choose Leave with your agency's name.
2. Choose Leave.

You lose access at once; to come back, the owner has to invite you again. The only owner cannot leave: the button is replaced by You are the only owner, so you cannot leave. Make someone else the owner first.

When it worked

The Team table shows each person with their role, and an invited colleague moves from Invited into the table once they join. A removed member or one who left is gone from the table.

If it did not work

If your colleague's invite says This invite no longer works, it has been used, revoked or has passed its 7 days: invite the address again.