Managing Agency Collaborators | Agency Builder Pro
Effectively manage your agency team by adding and organizing collaborators. This guide shows you how to handle collaborator access, roles, and permissions within your Agency Builder Pro account.
Managing Your Agency Team
- 1. Adding Collaborators:
- • Navigate to collaborator section
- • Enter collaborator email
- • Assign AGENCY role
- • Send invitation
- 2. Managing Access:
- • View collaborator list
- • Check active status
- • Monitor permissions
- 3. Removing Collaborators:
- • Select collaborator
- • Confirm removal
- • Update team access
- 4. Role Management:
- • Review role assignments
- • Update permissions
- • Verify access levels
💡 Pro Tip
Regularly review your collaborator list to ensure proper access control and maintain security for your agency account.
Frequently Asked Questions
How do I add a new collaborator?
Use the collaborator management section to add a new team member by entering their email address and assigning the AGENCY role. They'll receive an invitation to join.
What permissions do collaborators have?
Collaborators with the AGENCY role can access agency features based on their assigned permissions. The specific access levels are determined by their role configuration.
How do I remove a collaborator?
Select the collaborator from your team list and use the remove option. This will revoke their access to your agency's resources immediately.
Can I change collaborator roles?
Yes, you can modify collaborator roles and permissions through the team management interface, adjusting their access levels as needed.
Is there a limit to the number of collaborators?
The number of collaborators you can add depends on your license tier. Check your current plan for specific limits on team size.
What happens when I remove a collaborator?
When you remove a collaborator, their access is immediately revoked, and they can no longer access your agency's resources or client information.
