Invite Your Team
Invite your team to work on budgets with you. Every member gets a role, and users with the User role see only the categories you give them access to.
Before you start
- Only administrators see the Invite Member button and the member actions.
- An invitation link expires after 24 hours. After that, send a new invitation.
- Each invitation is for one email address. The person must sign up or sign in with that address.
Invite a member
- Go to Company > Team in the sidebar, or open Team Members .
- Click Invite Member.
- Enter one or more email addresses. Separate several addresses with commas.
- Select a Role: User or Admin.
- Click Send Invitations.
Etropo sends each person an email with the subject “Join [your organization] at Etropo”. The email shows who invited them and their role.
If an address already belongs to a member, or has a pending invitation, Etropo shows an error for that address. The other invitations are still sent.
Roles
| Role | What the member can do |
|---|---|
| Admin | See and edit all categories in every budget. Manage team members, budgets and organization settings. |
| User | See and edit only the categories you give them access to. Cannot see totals of other categories or manage settings. |
Choose User for people who manage specific channels or campaigns. Choose Admin for people who need the whole budget.
A new member with the User role has no category access yet. After they join, grant access to the categories they need in each budget. See Budget Access Control.
What the invited person sees
- Click Accept the invite in the email.
- Create an account or sign in. Etropo opens the sign-up page for a new user and the sign-in page for an existing user.
- Click Accept Invitation.
Etropo adds the person to your organization and opens it for them.
If the person is signed in with a different email address, Etropo shows Wrong account. They must click Switch account and sign in with the invited address.
If the link has expired, Etropo shows Invitation not found. Send a new invitation from the Team Members page.
Manage pending invitations
The Pending Invitations list at the top of the Team Members page shows every invitation that is not accepted yet. Click the X next to an email address to cancel the invitation. The link in that email stops working.
Change a role or remove a member
- Click the ⋯ menu at the end of the member row.
- Click Change to Admin or Change to User, or click Remove User.
- Click Change Role or Remove in the confirmation dialog.
A removed member loses access to all budgets in your organization. To add them again, send a new invitation.
For additional help you can reach out to our support team at: help@etropo.com