Manage your team and access
Invite members by email, set the roles (Owner, Admin, Member), share social accounts at the organization level, and collaborate on the same projects 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, sharing an Instagram account, revoking a client’s access — every operation becomes a manual back-and-forth with copy-pasted credentials and permission errors.
What you gain
Less back-and-forth
Assignments and shared accounts 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 AI reports and the workload dashboard.
Go to Members
Settings → Organization → Members → Invite New Member.
Invite by email
Email + Admin or Member role → billing adjusted per seat.
Manage invitations
Pending Invitations → unaccepted invitations → Revoke.
Share social accounts
Settings → Integrations → accounts to share per platform.
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 workload dashboard and AI reports
A question about this use case?
We can help you adapt it to your team, your networks, or your workflow.