Managing Team Members

Control who has access to your community’s admin portal. You can add new team members, update their information, set their permissions, and remove people who no longer need access.

Viewing Your Team

1. Go to Settings in the navigation
2. Click Team Members

You’ll see a table listing everyone with access, along with their name, email address, and available actions.

The Settings section is only visible to team members with the Can manage settings permission. If you don’t see it, ask someone on your team who has that permission to grant it to you.

Adding a Team Member

1. From the Team Members page, click Add Team Member
2. Enter their email address (required)
3. Optionally enter their first name and last name
4. Choose their permissions (see Permissions below)
5. Click Add Team Member

The new team member can now sign in to the admin portal using either method below.

New team members don’t receive an automatic notification. Let them know once you’ve added them, and share your admin portal link with them.

Signing In

Team members can sign in to the admin portal in two ways:

• Email (magic link) — Enter your email address and click Sign in with Email. You’ll receive an email with a one-time sign-in link that expires in 10 minutes.
• Google — Click Sign in with Google and authenticate with the Google account associated with your email.

Both options are available on the sign-in page. No password is required for either method.

If they plan to use Google sign-in, their email address must be associated with a valid Google account. Email magic-link sign-in works with any email address.

Validation Rules

• Email address is required and must be a valid format
• Each email address can only be added once per community
• Email addresses are case-insensitive (uppercase and lowercase are treated the same)

Permissions

Two optional permissions control what a team member can do. Leave both unchecked unless the person needs them.

Can manage settings

Gives access to the entire Settings section — branding, message templates, wallet configurations, integrations, and everything else — plus the ability to invite, edit, and remove other team members.

Without it, a team member can still do their day-to-day work: advocates, prospects, conversations, the inbox, and operations. They just won’t see the Settings link in the navigation.

Can impersonate advocates and prospects

Allows starting a 5-minute impersonation session as an advocate or prospect, for support and debugging. Every impersonation session is logged.

Editing a Team Member

1. From the Team Members table, click Edit next to the person you want to update
2. Update their first name, last name, or permissions
3. Click Update Team Member

An email address cannot be changed after someone has been added. To change it, remove the existing team member and add a new one with the correct address.

You cannot change your own permissions. Another team member with Can manage settings must do it for you.

Removing a Team Member

1. From the Team Members table, click Remove next to the person you want to remove
2. Confirm the removal when prompted

They will immediately lose access to the admin portal.

You cannot remove yourself. If you need your own access removed, another team member must do it.