Workflow and team
Team, roles and permissions
Invite collaborators from the Team page: available users depend on the plan, from 1 to 10 owner included.
Inviting a collaborator
Team management is in the "Business management" group.
- Open "Business management" → "Team".
- Enter the collaborator's email.
- Choose the role: Team Admin or Member.
- Confirm: if the email is not registered yet, the account is created.
How many users you can have
The number of users depends on the plan and includes the owner:
- Starter: 1 user (the owner only).
- Professional: 3 users.
- Business: 5 users.
- Agency: 10 users.
When you reach the limit
When the team is full you see the message "Team user limit reached for the current plan": to add more people move to the next plan from "Settings" → "Plan and billing".
Roles and permissions
The "Roles and Permissions" entry is reserved for the platform administrator. From the Team page you manage who is part of the workspace and with which role (Team Admin or Member); workflow tasks are shared among members.