Invite people and set their roles

This guide shows you how to bring people into your organization and control what they can do. By the end, each person will have a role, and access to the profiles you chose.

Before you invite anyone

Your plan sets how many people you can have. The Free plan is one member. See Billing and plans.

The Members tab in the desktop app shows your seats, such as 3 of 5 seats used, and full when you have none left.

Invite someone

Use the web app for invites. Its link takes the person straight to the invite page.

1. In the web app, click Members in the sidebar.
2. Under Pending invites, click Invite. You need permission to invite.
3. In Invite a teammate, enter their Email.
4. Choose a Role: Member, or Admin if you can change access.
5. Click Create invite link.
6. Click Copy and send them the link.

The link only works for that email address, and it expires in 7 days.

To give someone a Lead VA role, invite them as Member, then change their role in the desktop app.

Manage pending invites

The Pending invites table shows each invite’s Email, Role and Expires date.

• Copy link copies the link again.
• Revoke cancels it.

What the person does

1. They open the link.
2. They sign in with the invited email address, or create an account with it.
3. They click Accept invitation on the Team invitation page.

They land in the web app with your organization added to their account. If they belong to several, they switch using the organization name in the desktop app’s title bar.

The Members page lists each person’s Role and Status.

Built-in roles

Role	In short
Owner	Everything. It can’t be reduced.
Admin	Everything except managing billing and deleting the organization.
Lead VA	A trusted team member. Sees and runs every profile, and sees the team dashboard.
VA	Creates and runs profiles, and tests proxies. The web app calls this role Member.

The Roles tab lists the roles, whether each is Built-in or Custom, and how many members have it. Delete removes a custom role, if no one is on it.

Change what one person can do

You need permission to change access. The sheet is in the desktop app.

1. Click Team in the sidebar, then the Members tab.
2. Click the person. Each row shows their name, email, when they were last seen, their role and how many profiles they have.
3. The sheet opens with a sentence summing up what they can and can’t do.
4. Make your changes.
5. Click Save.

Role

Click a role to switch them to it. Their access changes to match.

Access

Each area has levels, and each level includes the ones before it. Some areas also have separate switches.

Area	Levels	Switches
Browser profiles	Off, Use, Create from templates, Create, Manage	All profiles, Synchronizer, Live monitoring, Automation API, Export profiles and cookies
Proxies	Off, Use, Manage	Proxy provider accounts, All vetting runs, See proxy logins
Templates	Use, Manage
Cards	Off, View, Issue, Manage
Inbox & codes	Off, View, Aliases, Manage
Team	View, Invite, Manage	Team dashboard
Billing & credits	Off, Credits, Billing, Manage	Member spend limits
Organization		Organization settings, App settings

The sheet lists a few more areas too. Hover over a level to read what it allows.

Label	What it means
Not in your plan	Your plan doesn’t include this, so you can’t turn it on.
in-app	The app enforces this.
custom	The person’s access doesn’t match any single level.

When someone’s access differs from their role, the sheet says customized, and their row shows Custom. Reset to role puts it back.

You can’t give access you don’t have yourself, and you can’t edit someone with the same or more access, unless you’re an owner.

Limits

Limit	What it does
Browsers open at once	How many they can open by hand.
Profiles they can create	How many profiles they can make.

Leave a limit empty for no limit. See Credits and limits.

Devices

This lists the person’s devices, with the platform and when each was last seen. Block stops that device opening this organization’s profiles. Unblock undoes it. These two apply straight away.

Control who can use a group of profiles

A group’s members can use the profiles in it. This is how you give someone access to some profiles but not others.

1. Go to Browser Profiles, then the Groups tab.
2. Click Manage access & defaults (the people icon) on the group. You need to be able to manage the group.
3. In Group access, pick a member and a level at the bottom.
4. Click Add.

Level	What they can do
Use	Run the profiles.
Manage	Also edit, delete and share them.

To change someone’s level, use the dropdown on their row. Remove takes their access away. Changes apply straight away.

If nobody’s listed, only managers can see the group.

Moving profiles into a group gives its members access. The app warns you first. See Organize your profiles.

Other ways to share

• One profile: right-click it and click Manage Access…. See Import, export and share profiles.
• Every profile: turn on All profiles in the person’s Access.
• Proxy groups: presets on a saved account have an Access button. See Add and organize your proxies.

If something goes wrong

“no_seats” You’ve used every seat on your plan. Change your plan, or see Billing and plans.

“Already a member” This person is already in your organization.

“Enter a valid email” Check the address.

“Unauthorized” Your role can’t do this.

“This invite was sent to a different email” The person signed in with another address. They need to sign in with the invited one.

“This invite has expired” Invites last 7 days. Create a new one.

“This invite is no longer valid” It was revoked or already used.

“You cannot change the access of someone with the same or more access” Ask an owner.

“You cannot give access you do not have” You’re granting something you don’t hold. Ask an owner.

“Owners always have full access” An owner’s access can’t be reduced.

“Move its members to another role first” Someone’s still on the custom role you tried to delete.

“You can’t manage this group’s access” Your access to the group is Use only.