Team and agencies
Invite teammates and run client sites.
3 articles
- Invite teammates and choose their rolesInvite teammates from Settings > Team > Add member and pick Admin, Member or Viewer. Viewers are free and use no seat. Here is what each role can do.
- Run client sites from one accountGive each client site its own workspace in one account. Portfolio shows every client at a glance, and clients can see reports or approve changes without a seat.
- Let clients approve changes to their own siteInvite a client as an Approver from Settings > Referrals. On days with new proposals for their site, they get one email with one-click approve links. No seat.