Account

Team and roles

The Team section has the “Members”, “Roles”, “Projects” and “Guest links” tabs.

Seats

• A seat is a person: you, accepted members and pending invitations. On Professional, that is you and four more people. On Starter there is one seat — just you: inviting members and creating custom roles and projects is available from Professional. The trial also has one seat, but the role builder and one project are open so you can try them.
• Everyone can work from several devices at the same time.
• If your plan has fewer seats than people on the team, pending invitations are frozen first, then the newest members are suspended. Their roles and projects are kept. In “Team” they have the “Suspended” status and Bring back and Swap buttons. When a seat frees up or you upgrade, members come back on their own.

How to invite a member

1. Create at least one access role: from a preset (Administrator, Traffic manager, Analyst, Finance, Viewer) or from scratch.
2. On the “Members” tab, enter an email and choose a role.
3. The member receives an email with a link (valid for 14 days) and accepts the invitation from an account with the same email.

To invite someone, you need a confirmed email and a free seat. You cannot invite a person who is already on another team or runs their own.

Roles

• For each section — “None”, “View” or “Edit”. Conversions are view-only. “Edit” in the click log allows adding addresses to the account blacklist and removing them.
• The “Finances” section (billing, wallet, plans) is closed to members until a role opens it.
• Custom roles: Starter — 0, Professional — 5, trial — 1, Business — unlimited.
• A member always sees the dashboard, support and learning materials, and manages their own password, two-factor authentication and sessions. They cannot change their own role.

Projects

Groups of flows. You can give a member access to specific projects only — then they see only those projects’ flows, clicks and conversions.