# Inviting Team Members

## What it does

You use **Agency** and **Team** to invite coworkers who run your agency alongside you. Each person becomes **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.

{% tabs %}
{% tab title="Teammates on Team" %}
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.
{% endtab %}

{% tab title="Clients on Clients" %}
You choose **which businesses** they open and **which sidebar sections** appear. Use **Clients** for paying customers who should **not** browse your entire agency footprint.
{% endtab %}
{% endtabs %}

***

## How to use it

1. Click **Agency** in the header, then open **Team**.
2. Click **Invite Team Member**. If you are an **Owner**, **Admin**, or **Manager**, you should see this button when your plan allows more seats.
3. Enter your coworker’s email and send the invitation. When your domain and mailbox setup are finished, the email generally matches your branding.
4. Ask them to accept from their inbox, then create their password on **your** client portal sign-in screen.

***

## What to expect

* **Admin** teammates sign in with the same breadth you rely on for billing menus, project capacity limits, and anything tied to client delivery.
* 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**.

{% hint style="info" %}
Only **Owners** and **Admins** get **Edit** on each tile. Bring one of them in when someone needs **Resend Invite** or **Remove**. Passwords stay private, so direct teammates to **Forgot Password** on your portal sign-in screen if they get locked out.
{% endhint %}

{% hint style="warning" %}
Because **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.
{% endhint %}

***

## Tips & common questions

{% hint style="success" %}
Sell packaged portal access instead of full agency control? Keep steering customers to **Agency**, **Clients**, where you can tune sections per offering.
{% endhint %}

{% hint style="info" %}
Invites lapse after about **seven days**, same as client invitations. Open the teammate and click **Resend Invite** whenever someone waited too long.
{% endhint %}

{% hint style="warning" %}
When your plan caps seats, you may see an upgrade prompt. Either expand the allowance or remove inactive **Admin** teammates before adding more.
{% endhint %}


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