Steps
- Open your team. Go to Settings and choose Manage team.
- Enter their details. Under Invite a teammate, enter their email and choose what they can do.
- Send the invite. Choose Send Invite. They get an email with a link. The invite expires after 7 days.
- Resend if needed. Choose Resend Invite to send it again. That starts a fresh 7 days. Cancel Invite withdraws it.
- Change or remove access. Choose Edit on someone's row to change their role, or Remove to take away their access straight away.
Roles
- Owner: everything, including billing and role permissions. The Owner can't be handed out from the team page.
- Admin: billing, connections, sites, the team, tests and offers.
- Manager: tests, offers, goals, sites and the team. No billing, and can see connections but not change them.
- Contributor: can see tests and reports, but can't launch or change tests and offers. Some older accounts call this Editor.
- Viewer: read only. Viewers are free and don't use a team seat.
You can only give a role at or below your own, and only change people at or below your role.
Team seats: Free 1, Starter 3, Growth 10, Scale 25. Growth and Scale add custom roles.
If it doesn't work
- The invite email didn't arrive. Ask them to check spam, then choose Resend Invite.
- "That person already has a pending invitation." Resend the existing invite instead of sending a new one.
- "Seat limit reached." Invite them as a Viewer, remove someone, or move up a plan.
- You can't see Invite a teammate. Your role can't manage the team. Ask the Owner, an Admin or a Manager.
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Still stuck? Email hello@zyro.world with the teammate's email and the role you chose.