Docs · Getting started

Invite your team

Invite teammates to review and publish, and the client’s approvers to say yes. Everyone signs in with an email link, so there are no passwords to share.

Roles

Admin

Everything, including team, clients, approval rules, budgets, retries and reverts.

Editor

Reviews, edits and schedules changes for the clients they are assigned to.

Client approver

Approves changes for one client’s website, in their own portal.

1Invite a teammate

Open More, then Team and settings, and choose Invite teammate. Add their name and work email, pick Editor or Admin, and choose Send invitation. They get an email with a sign-in link.

2Assign clients to editors

Editors only see the clients you tick for them. Open the ⋯ menu on their row and choose Assign clients.

3Invite a client approver

Open the client, then More, then Settings, and find Client approvers under People. Choose Invite approver, add their name and email, and choose Send invitation. They get a link to their review portal; see The client portal.

The invitation

The link in the email works once and expires in 30 minutes. If it runs out, they can ask for a new one on the sign-in page, or you can choose Send sign-in link again on their row. See Signing in.

Remove someone

Choose Remove from team for a teammate, or Remove access for an approver. They lose access straight away; what they reviewed stays in the history.

Good to know

• One person can approve for several clients.
• Someone can’t be on your team and a client approver at the same time.
• An email address already used in another workspace can’t be invited.