Manage your team and access

Invite members by email, set roles, connect organization resources, delegate personal social profiles when needed, and collaborate without losing permission control.

Who it’s for

Agency leads and team leads onboarding new collaborators or clients who need to manage access and permissions without friction.

The problem

Adding a freelancer, connecting an Instagram account, or revoking a client’s access easily becomes a manual exchange of credentials and permissions.

What you gain

  • Less back-and-forth

    Assignments and organization-managed connections eliminate recurring access requests.

  • Control preserved

    Admins manage permissions and integrations — Members access assigned projects.

  • Clarity on workload

    Per-member task distribution is visible in the board and workload views.

1

Go to Members

Settings → Organization → Members → Invite New Member.

2

Invite by email

Email + Admin or Member role → billing adjusted per seat.

3

Manage invitations

Pending Invitations → unaccepted invitations → Revoke.

4

Connect social accounts

Settings → Organization → Integrations → connect each platform directly.

5

Track the distribution

Board and reports → workload per member and assigned tasks.

3

distinct roles (Owner, Admin, Member) with differentiated permissions to secure sensitive access

Auto

per-seat billing adjustment on every invitation or departure — no manual correction

100%

visibility on per-member workload via the board and workload views

A question about this use case?

We can help you adapt it to your team, your networks, or your workflow.

Contact the team