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How to Add and Manage Team Members

Add and manage team members, assign roles, and control access permissions.

Written by Vitor Goncalves

Go to the Baluu Dashboard and select the 'Business' then 'Team' tab.

Then select “Add a New Member.”


Enter their email and role. They will receive an invitation to join the team.


When they click 'confirm account', it will take them to the sign-in page. There, they need to click on the 'forgot password' link to create a new one.

Manage team members

To manage an existing team member:

  1. Go to BusinessTeam

  2. Find the team member

  3. Click the three dots (⋯) next to their name

From here, you can:

  • Resend the invitation (if they can’t find it)

  • Edit their details or role

  • Remove the team member

Team members can be assigned different roles:

- Admin (Owner)

- Manager
- General Staff
- Restricted

On the right-hand side, you'll see the eye icon, which lets you preview your account as different user roles. This is a great way to see exactly what each role can access, helping you decide which permissions to assign to your team members.

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