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Inviting team and client users
Inviting team and client users

Collaborate with a team and clients with user permissions

Jonathan Denney avatar
Written by Jonathan Denney
Updated over a week ago

ConvertFlow is built from the ground up for marketing teams and agencies.

As an account owner user, quickly invite other users to the account and control their access through the "Users" page:

NOTE: To change the user info (name, last name, picture), this must be done from the user's login

User access

  • Owners: Have access to the entire account, can transfer account ownership to other admin users, and can remove any user from the account

  • Admins: Can invite users, remove any user type (except owners), manage billing, assign ownership to themselves, and have access to all websites on the account

  • Collaborators: Can access every website in the account but don't have admin access to billing and users

  • Clients: Only have access to a specific website determined by the account owner or admin

NOTE: To change a user's access/role, the user needs to be deleted from the account and then invited back with a new role.

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