How to Invite Team Members

Build your campaign team by inviting members with email. Each person gets their own login and appropriate access based on their role.

What you'll need

• Admin or Owner role on the campaign

• Email addresses of people to invite

• Knowledge of what role each person should have

Understanding Roles

Before inviting, understand the role options:

RoleCapabilities

Owner

Full access including billing, team management, and campaign deletion

Admin

Full access to all features except billing and ownership transfer

Manager

Can manage contacts, events, outreach, and field operations

Volunteer

Limited access to assigned tasks, events, and basic contact viewing

Choose Roles Carefully

Admins have significant access to your campaign data. Only grant Admin role to trusted team members who need full access.

Inviting Team Members

Go to Team Settings

Navigate to Settings in the sidebar, then click Team.

Click Invite Member

Click the Invite Member button to open the invitation dialog.

Enter Email and Select Role

In the dialog:

• Enter the person's email address

• Select their role from the dropdown

• Optionally add a personal message

Send Invitation

Click Send Invitation. The person will receive an email with a link to join your campaign.

Pro Tip: Invite Multiple People

You can add multiple email addresses separated by commas to invite several people with the same role at once.

What Invitees See

When someone receives your invitation:

• They get an email with your campaign name and your message

• Clicking the link takes them to create an account (if new) or log in

• After accepting, they immediately have access to the campaign

Managing Invitations

On the Team page, you can see:

• Active members - People who have accepted and joined

• Pending invitations - Sent but not yet accepted

For pending invitations, you can:

• Resend - Send the invitation email again

• Cancel - Revoke the invitation

Changing or Removing Members

To change a member's role or remove them:

• Find them in the team list

• Click the three-dot menu on their row

• Select Change Role or Remove from Campaign

Removing Members

Removed members immediately lose access to the campaign. Any data they created (contacts, events, etc.) remains in the campaign.

Troubleshooting

Invitation email not received

Ask them to check their spam folder. If still missing, try resending from the pending invitations list.

Invitation link expired

Invitation links expire after 7 days. Resend the invitation to generate a fresh link.

Next Steps

• Learn more about team roles and permissions

• Set up an organization for multiple campaigns