Invite your team and set roles
Work on a profile together, each person with the right access.
Invite people to a profile so they can work on it with you. Each person has one role on that profile.
- Owner: everything, including billing.
- Admin: manages the team and the settings.
- Member: does the day-to-day work.
- Viewer: can see the profile but not change it.
- Open Profiles and choose the profile.
- Open the Team section and invite someone by email.
- Pick their role. We email them an invite link that works for 7 days.
Notifications follow roles. For example, viewers get FunnelVantage updates, but only the account owner gets billing notices.