This is how you can add, manage, and assign different roles to team members:
Key Steps:
Click on your profile picture in the right-hand corner.
Select "Settings" from the dropdown menu.
Click on "Team Members" from the settings options.
Click on the blue "Add Member" button.
Enter the team member's first name, last name, and email.
Assign a role:
Agency Admin: Full access to edit, view, and access different workspaces, including billing.
Account Editor: Access to edit all information in only one specific sub-account or workspace.
Account Viewer: Access to view-only one specific sub-account or workspace.
Cautionary Notes:
Ensure roles are assigned accurately to maintain data security and access control.
Double-check email addresses to avoid assigning roles to the wrong team members.
Regularly review and update team member roles based on their responsibilities.
Tips for Efficiency:
Use the "Account Editor" role for team members who need access to specific workspaces.
Utilize the "Account Viewer" role for virtual assistants or team members who only need to view information without editing capabilities.
Communicate clearly with team members about their assigned roles and responsibilities to avoid confusion.