Grant Client Team Members Access
Learn how to add team members to client sub-accounts and manage their access, including password resets and role assignments.
Add Team Members
Easily invite new users to join client sub-accounts with automatic email notifications.
Password Management
Reset passwords for team members directly from the admin panel.
Adding Team Members to a Sub-Account
Navigate to the Members Tab
Click the Members tab to view the list of existing members and add new team members to the sub account.
Add a New Team Member
Enter the team member's Full Name and Email, then click Add Team Member to confirm their access. This will trigger an email notification to the newly added member.
💡 Note: Assign appropriate user roles (e.g., Admin, User) based on their necessary level of access.
Password Resets
Agencies may also reset passwords manually while on the subteam.
Access the Members Tab
On the Members tab, locate the team member whose password needs to be reset.
Reset the Password
Click Reset Password for the desired team member. This will trigger an email notification for the user to reset their password.
📧 Important: The team member will receive an automated email with instructions to create a new password. Make sure their email address is correct before initiating the reset.
Best Practices
🎯 Role Assignment
Carefully consider access levels when adding team members. Only grant Admin privileges to users who need full configuration access.
📧 Email Verification
Double-check email addresses before adding members to ensure they receive their access credentials and notifications.
🔒 Security First
Regularly review team member access and remove users who no longer need access to maintain security.
👥 Onboarding
Inform new team members to check their spam folder if they don't receive the welcome email within a few minutes.
✅ Perfect! You've successfully added team members to the client sub-account. Next, you can deploy AI agents to their account.