Inviting Team Members
Invite coworkers as Super Admin on every client project for reviews, ratings, feedback, and messaging. Separate from Clients with limited access.
What it does
You use Agency and Team to invite coworkers who run your agency alongside you. Each person becomes Super Admin with full reach across every customer project and sidebar section so they can help with reviews, ratings, feedback, messages, customers, and overall reputation work.
They receive every project you already manage and every project you add later. They also see every console section by default. Use this path for payroll staff, fulfillment leads, or partners who truly operate your whole portfolio.
You choose which businesses they open and which sidebar sections appear. Use Clients for paying customers who should not browse your entire agency footprint.
How to use it
Click Agency in the header, then open Team.
Click Invite Team Member. If you are an Owner or Super Admin, you should see this button when your plan allows more seats.
Enter your coworker’s email and send the invitation. When your domain and mailbox setup are finished, the email generally matches your branding.
Ask them to accept from their inbox, then finish joining on your client portal. They create a password there unless you enabled Require SSO, in which case they use Sign in with SSO.
What to expect
Super Admin teammates can open every client project, agency settings, and project capacity limits. Billing stays with the owner’s account.
The invitation does not prefabricate their password. They finish signup themselves.
Pending invites show a paper plane icon with text such as Invited and how long ago it went out. If delivery fails, you see a warning icon instead. Open their row, then click Resend Invite after correcting the email or inbox issue.
After they join, you see Joined and how long ago they arrived. Extra sign-in protection may appear beside their name when they tighten security on their profile.
Owner accounts stay on the list but Remove only appears for teammates who are not Owners.
Only Owners and Super Admins get Edit on each tile. Bring one of them in when someone needs Resend Invite or Remove. Passwords stay private. If email sign-in is available, direct teammates to Forgot Password on your portal sign-in screen if they get locked out. If you enabled Require SSO, they must use Sign in with SSO instead.
Because Super Admin teammates can open every client business, invite trusted operators only. Remove access quickly when employment ends so reviews, exports, and billing areas stay protected.
Tips & common questions
Sell packaged portal access instead of full agency control? Keep steering customers to Agency, Clients, where you can tune sections per offering.
Invites lapse after about thirty days, same as client invitations. Open the teammate and click Resend Invite whenever someone waited too long.
When your plan caps seats, you may see an upgrade prompt. Either expand the allowance or remove inactive Super Admin teammates before adding more.
Last updated