Give a freelancer or agency access to your whole account
Invite a collaborator who can work across every project and marketing tool, and choose the optional areas they can manage.
The written steps below are complete. The Video script tab shows exactly what the video will cover.
A project member sees one project. A collaborator is someone you trust to work across all of them under their own login: a technician or a partner agency. They can never touch billing or manage members.
By the end you can
- Invite a collaborator
- Choose their optional areas
- Remove a collaborator
Screens used
Steps
- 1
Open Account access
On: /settings/collaboratorsOpen Settings and choose Account access. Only the workspace owner can manage collaborators.
You should see: Invite a collaborator, and a list of current ones.
- 2
Invite
On: /settings/collaboratorsUnder Invite a collaborator type the person's full email address and press Send invite.
You should see: They are listed and receive an email.
- 3
Choose the optional areas
On: /settings/collaboratorsUnder Optional areas decide whether they may also manage Integrations, the Store and Accounting. Edit changes these at any time.
You should see: Only the areas you chose are switched on.
- 4
Check their work
On: ActivityEverything a collaborator does is recorded under their own name in your activity feed, and they see a permanent banner saying they are working as a collaborator.
You should see: Their actions appear in activity.
- 5
Remove
On: /settings/collaboratorsPress Remove when the work is finished.
You should see: They lose access at once.
Tips
- Billing, plan changes, inviting or removing people, HR and payroll, and deleting the workspace always stay with the owner.
- For someone who only needs one client, invite them to that project instead.
Troubleshooting
- "Enter a full email address like name@example.com to send the invite."
- Type the whole address, with the part after the @.
- The collaborator cannot open an area they need.
- Press Edit beside their name and tick that area.
One row per shot, in the same order as the guide. Estimated length 1:55, recorded signed in as Owner. Use made-up data only. How to record
Say: Give a freelancer or agency access to your whole account. Invite a collaborator who can work across every project and marketing tool, and choose the optional areas they can manage.
Hold until you see: Lesson title on screen for three seconds.
Say: Open Settings and choose Account access. Only the workspace owner can manage collaborators.
Hold until you see: Invite a collaborator, and a list of current ones.
Say: Under Invite a collaborator type the person's full email address and press Send invite.
Hold until you see: They are listed and receive an email.
Say: Under Optional areas decide whether they may also manage Integrations, the Store and Accounting. Edit changes these at any time.
Hold until you see: Only the areas you chose are switched on.
Say: Everything a collaborator does is recorded under their own name in your activity feed, and they see a permanent banner saying they are working as a collaborator.
Hold until you see: Their actions appear in activity.
Say: Press Remove when the work is finished.
Hold until you see: They lose access at once.
Say: That is give a freelancer or agency access to your whole account. The written steps are on this lesson's page in the ItzSEO course.
Hold until you see: End card with the lesson link.
Reference articles on this topic
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