Understanding Teams
Teams allow you to collaborate with colleagues by sharing access to campaigns and credits. Each user can create one team as an owner and join multiple teams as a member or admin.
Important: If you want to share your plan credits with team members, the person with the paid subscription should create and own the team. This ensures all team members can access the credits associated with your paid plan.
Team Roles
Owner: Full control including team settings, member management, and invitations (one per team)
Admin: Can invite members, manage roles, and remove members (cannot delete team)
Member: View team data and collaborate (limited management permissions)
How to Create Your Team
Navigate to the Teams page
Click the Create your team button
Enter your team name
Add Team Members (optional)
Click Create Team
Note: You can only create one team as an owner. To collaborate on multiple teams, you'll need to be invited by other team owners.
Your new team appears in the Teams list with an "Owner" badge. You can now invite members and manage team settings.
How to Invite Team Members
Select the team you created by clicking on the team name or the Manage button
Click the Invite Members button
Enter the email addresses of people to invite
Select their role: Admin or Member
Add a message to send along with the invitation (optional)
Click the Send Invitations button
Note: When those users log in, they will be prompted to join the team. Invitations are NOT sent via email. Invited users appear in the Invitations tab until they accept.
Managing Team Members
View Team Members
On the Members tab
View member details including name, email, role, status, and join date
Change Member Roles (Owners and Admins only)
Locate the member whose role you want to change
Click the role dropdown next to their name
Select Admin or Member
Note: You cannot change the Owner's role or your own role.
Remove Team Members (Owners and Admins only)
On the Members tab
Locate the member to remove
Click the Remove button next to their name
Confirm the removal in the pop-up box
Note: The member loses access to the team immediately and must be re-invited to rejoin.
Managing Invitations
View Pending Invitations
Click the Invitations tab
View all pending invitations with email, role, and expiration date
Cancel an Invitation
Locate the invitation to cancel
Click the Cancel button
Confirm the cancellation
Note: The invitation becomes invalid immediately and they will not be prompted to join when they log in.
How to Edit Team Settings (Owners only)
Click the Settings tab
Click Edit Settings
Update the Team Name
Click Save Changes
How to Switch Between Teams
Click on your team name in the navigation menu
From the drop-down, select the team you want to switch to
Your Dashboard will update to show that team's information
Troubleshooting
Problem: "You already own a team" message appears when trying to create a team.
Solution: You can only create one team as an owner. Join other teams by accepting invitations instead.
Problem: Cannot see the Invitations or Settings tab.
Solution: These tabs are only visible to Owners and Admins. Members have view-only access.
Problem: Cannot remove a specific team member.
Solution: You cannot remove the team owner or yourself. Only Owners and Admins can remove other members.
Problem: Invitation hasn't been received.
Solution: Check the email address is correct in the Invitations tab. Invitations expire after a set period. Resend the invitation (confirm the email is correct).