Team seats and roles
Invite teammates, accept an invite, what Admins and Managers can do, how many seats each plan includes, and how to change a role or remove someone.
A workspace can have more than one person, each with their own email address, password and two-factor. Admins add and remove people on the Team page: open the profile menu, top right, and choose Team.
Everyone in the workspace can open the Team page and see who's in it. Only Admins see the invite form and the buttons to change a role or remove someone.
Seats by plan
- Your own seat counts. On Starter that's the only one.
- An invite holds a seat until it's accepted, withdrawn or expires. The Team page shows how many seats are in use, invites included.
- If your plan drops to fewer seats than people in the workspace, nobody loses access, but you can't invite anyone until a seat is free.
| Plan | Seats |
|---|---|
| Starter | 1 |
| Trial and Creator | 3 |
| Pro and Custom | Unlimited |
Invite a teammate
Before you start: you need to be an Admin. Use an email address that doesn't already have its own InfluencersKit account.
- 1Open Team from the profile menu, top right.
- 2Under Invite a teammate, type their email address.
- 3Choose Manager or Admin. See the roles below.
- 4Click Send invite.
They get an email from InfluencersKit with an Accept invitation button. The link works once and expires after 7 days. Until then it's listed under Pending invites.
Accept an invite
This part is for the person who was invited.
- 1Open the invite email and click Accept invitation.
- 2Check the workspace name and your email address on the page that opens.
- 3Enter your first name. Your last name is optional.
- 4Choose a password of at least 8 characters, with at least one letter and one number, and type it again.
- 5Click Join as Manager (or Join as Admin). You're signed in to the workspace straight away.
- Next time, sign in with that email address and password. If the invite went to a Google address, Sign in with Google with the same address opens the same account.
- Two-factor belongs to you, not the workspace. Turn it on in Profile, on the Security tab.
Don't sign up for InfluencersKit on your own before you accept, by email or with Google. That creates a separate workspace for your address, and the invite can no longer be used with it.
Pending invites
- Resend emails a new link and extends the invite by 7 days. The earlier link stops working. You can resend once a minute.
- An expired invite stays in the list marked as expired. Resend it to give your teammate a new link. It needs a free seat again.
- Withdraw stops the link working and frees the seat. You can invite the same address again later.
Change a role or remove someone
On the Team page, each teammate has a role menu and a Remove button. Both ask you to confirm.
- Changing a role signs that person out. They get the new role when they sign in again.
- Removing someone ends their dashboard sessions straight away and deletes their sign-in. Everything they made stays in the workspace, and their seat is freed. You can invite the same address again later.
- You can't change your own role or remove yourself. Ask another Admin.
- The Owner, the person who created the workspace, can't be removed or made a Manager.
- A workspace always keeps at least one Admin, so the last Admin can't be removed or made a Manager.
Roles
The person who creates a workspace is its Owner, and is always an Admin.
| Admin | Manager | |
|---|---|---|
| Build and send: subscribers, pages, emails, automations | Yes | Yes |
| See who's on the team | Yes | Yes |
| Invite or remove people, change roles | Yes | No |
| See the plan and usage | Yes | Yes |
| Change the plan, Grow Packs or subscriber band | Yes | No |
| Buy Send Credits | Yes | No |
| See or change billing details | Yes | No |
| See payments and invoices | Yes | No |
| Cancel the subscription | Yes | No |
| Request or view partner referral payouts | Yes | No |
| Change account settings: handle, sending domains, payment and store settings, integrations, API keys and webhooks | Yes | No |
| Edit the profile and its picture (they belong to the workspace) | Yes | No |
What can go wrong
- Only your workspace's admins can manage the team. You're a Manager. Ask an Admin.
- That email address already has its own InfluencersKit account. An account belongs to one workspace, and nothing is moved or merged between workspaces. Invite a different address, such as a work email.
- Your plan includes 3 seats (or 1). Withdraw an invite, remove someone, or upgrade in Settings on the Billing tab. See plans and limits.
- That address already has an invite. Use Resend in the pending list instead of inviting again.
- Email to that address has bounced before. The invite can't be delivered there. Check the spelling, or use another address.
- This invite has expired, was withdrawn, or has already been used. Ask an Admin to resend it, then use the newest email.
- The invite email didn't arrive. Check spam, then ask an Admin to resend it.
Frequently asked questions
Does each person need their own password and two-factor?
Yes. Passwords and two-factor belong to each person, not to the workspace. Never share your password with a teammate: invite them instead.
Can one person be in two workspaces?
Not with one email address. An account belongs to one workspace, so use a different address for each.
What happens to the work of someone I remove?
It stays. Subscribers, emails, pages and everything else belong to the workspace, not to the person who made them.