Account & Billing
4 min readManaging Team Members
Invite colleagues, set permissions, and manage access to your organization.
Collaborate with your team by inviting members to your organization. Control access with role-based permissions.
Inviting Team Members
To invite a new team member:
- Go to Settings > Team Members
- Click 'Invite Member'
- Enter their email address
- Select their role (Admin, Editor, or Viewer)
- Click 'Send Invitation'
They'll receive an email invitation to join your organization. The invitation expires after 7 days.
Role Permissions
Available roles:
- Admin: Full access including billing, team management, and all features
- Editor: Can create and edit budgets, advertisers, and channels
- Viewer: Read-only access to dashboards and reports
Start team members with Viewer access and upgrade permissions as needed. It's easier to grant than revoke.
Removing Access
To remove a team member, go to Settings > Team Members, find their row, and click 'Remove'. Their access is revoked immediately.
When an employee leaves your company, remove their AdBudgetBuddy access promptly to maintain data security.
Tags:
team
invite
permissions
roles
access