Invite your team and set roles
Add teammates and agency staff, and give each person a role that matches what they need to do.
Updated 8 October 2026 · 1 min read
- Open the Team tab in Profile and settings.
- Enter their email and choose a role.
- Send the invite. It lasts 7 days.
| Role | What they can do |
|---|---|
| Admin | Everything, including the team, approval rules and the plan. Your company can have several. |
| Approver | Run campaigns, approve ones over your approval limit, and end or cancel them. Can’t pay creators or change the plan. |
| Finance | Pay creators, change budgets, and buy, downgrade or cancel the plan. Can’t run campaigns or agree terms. |
| Member | Run campaigns under the approval limit, invite creators, agree terms, countersign and review content. Can buy or upgrade the plan. |
Anyone can approve a payment or put one on hold. Members can pay creators only if an admin turns on “Let members pay creators” in Approval rules. Admins also choose there who approves campaigns and who countersigns.
If your role can’t do something, the button shows a lock. Hover over it or tap it to see who can.
Invite people from your company as an approver, finance or member. Once they join, an admin can make them an admin from the same list.
Work with an agency#
Add your agency on Campaign team. Agency staff can run your campaigns, but they can’t change your plan or billing.
How many people you can add#
| Plan | People |
|---|---|
| Silver | 3 |
| Gold | 10 |
| Platinum | 25 |
This includes you and any agency staff.
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