Managing Your Team

This guide explains how to invite teammates, remove access, and transfer agency ownership.

Overview

Team access lives in Settings -> General -> Manage Access.

Use it to:

• Invite teammates.
• See current and pending members.
• Remove members.
• Transfer ownership to another active member.

Accessing Team Management

Go to Dashboard -> Settings -> General, then scroll to Manage Access.

Team Roles

AgencyAccess uses two agency roles.

Owner can manage agency settings, billing, API keys, team access, connected accounts, branding, and clients.

User can work inside the agency but cannot perform owner-only account management actions.

Invited members are added as User. The current owner can transfer ownership to an active member after they have signed up.

Adding Team Members

1. Go to Settings -> General -> Manage Access.
2. Click Add Member.
3. Enter the person's email address.
4. Send the invite.

Pending members appear in the list as User has not signed up yet until they complete signup.

Transferring Ownership

Owners can make another active member the owner.

1. Find the member in Manage Access.
2. Click Make Owner.
3. Confirm the transfer.

After transfer, the selected member becomes Owner and the previous owner becomes User. You cannot transfer ownership to a pending member.

Removing Team Members

Only the owner can remove other members.

1. Find the member in Manage Access.
2. Click the remove action.
3. Confirm the removal.

Removed members lose agency access. If the member was pending, the invitation is revoked.

What Members Share

Team members in the same agency can see shared agency data, including:

• Clients.
• Invites and access request status.
• Connected account setup.
• Branding.
• Intake forms.
• Access pages.

Use ownership carefully because owner-level access includes billing and agency-wide settings.

Troubleshooting

Invite was not received

Ask the teammate to check spam, confirm the email address, then remove and re-add them if needed.

Add Member is not visible

Confirm you are the agency owner.

Make Owner is not available

The member must be active, not pending, and must not already be the owner.

Member cannot see the agency

Confirm they signed in with the invited email address and completed signup.

Next Steps

• Account Settings
• Managing Clients and Sending Invites