Team members are the users who have access to your Conversion workspace. From the Members page, you can view all active users, send invitations to new teammates, and manage pending invites.
Currently, all members are added as Administrators with full access to settings, campaigns, workflows, and integrations. Role-based permissions are planned for future updates.
Overview
Members: Active accounts with access to your business.
Invitations: Pending invites that have been sent but not yet accepted.
Roles: Default is Administrator (full access).
Inviting New Team Members
Navigate to Settings > Members.
Click + Invite in the top right.
Enter the teammate’s email address.
Send the invitation.
The new member will receive an email to join the workspace. Until accepted, they will appear in the Invitations tab as pending.
Viewing and Managing Invitations
Go to the Invitations tab to see pending invites.
From this view, you can:
Resend invite if the user did not receive the email.
Revoke invite if the invitation should no longer be valid.
Managing Members
Once a teammate has joined:
Their email, name, and role appear in the Members list.
By default, they are assigned the Administrator role.
Administrators have:
Full access to edit all settings, campaigns, and workflows.
Ability to invite or remove other members.
Access to all integrations, domains, and senders.
Notes & Considerations
If an invited email address already belongs to another Conversion workspace, they will need to accept the invite using a different login.
Removing a member immediately revokes their access to your workspace.