Skip to main content

Team Members

Add and manage team members in your account

Table of Contents

Team Members

Invite teammates to collaborate on your affiliate program from the account settings area.

Where To Manage Team Access

Use:

  • SettingsTeam
  • Member invitation and removal actions
  • Invitation resend/revoke workflows

Invite a Team Member

  1. Open SettingsTeam.
  2. Click invite action.
  3. Enter email and role.
  4. Send invitation.

Invitation Lifecycle

Typical states:

  • pending (sent, awaiting acceptance)
  • accepted (active member)
  • revoked/removed (no access)

If someone misses the email, resend the invitation from the same settings surface.

Roles

Account memberships use these roles:

  • owner
  • admin
  • member

Use owner/admin for operators who need settings and billing-level control.
Use member for day-to-day program operations.

Best Practices

  1. Grant the least privilege needed.
  2. Remove access promptly when responsibilities change.
  3. Keep one stable owner/admin for operational continuity.
  4. Review team access on a regular cadence.

Troubleshooting

Invitation not received

  1. Check spam folder.
  2. Confirm email address.
  3. Resend invitation.

Member cannot access account

  1. Confirm invitation was accepted.
  2. Confirm they are in the expected account.
  3. Confirm membership has not been archived/removed.

Next steps