1. Go to Team Settings
Click Settings in the left sidebar, then select Team. This is where you manage everyone who has access to your creavio account.
2. Invite a Team Member
Click Invite Member and enter their email address. They'll receive an invitation to join your creavio workspace. The invite includes a link to create their own login credentials.
3. Set Roles and Permissions
Assign a role to control what each team member can access:
- Admin has full access to everything, including billing and settings
- Editor can manage clients, bookings, collections, and content but can't change account settings
- Viewer can see information but can't make changes
Choose the role that matches each person's responsibilities. You can change roles at any time.
4. Manage Active Members
Your team list shows all active members with their roles and last active date. From here you can:
- Change a member's role as their responsibilities evolve
- Resend an invitation if someone didn't receive the original
- Remove a member to revoke their access immediately
5. Remove a Team Member
If someone leaves your team, click the menu on their profile and select Remove. Their access is revoked immediately. Any work they created (bookings, invoices, etc.) remains in your account.
Tips
- Use the Editor role for second shooters or assistants who need to manage client work.
- Keep the Admin role limited to people who need access to billing and account settings.
- Review your team list periodically to make sure only current members have access.