Team Management

Team Management lets you invite colleagues to your ClickFortify workspace and control what they can see and do.

Inviting a Team Member

Click Invite Member (top-right) and enter:

• The person's email address
• Their role (Owner, Admin, or Member)

They'll receive an email invitation with instructions to join your workspace.

Team Member List

Each member row shows:

• Avatar — Profile picture or initials
• Name — Display name
• Email — Their email address
• Role — Permission level (color-coded badge)
• Status — Active, Pending (invitation not yet accepted), or Inactive

Roles and Permissions

Owner

• Full access to all features
• Can delete the workspace
• Can manage billing and subscriptions
• Can invite and remove any team member
• Can change other members' roles

Admin

• Full access to all protection features
• Can manage Blocklist and Excluded Clicks
• Can view all analytics and click data
• Can invite team members
• Cannot delete the workspace
• Cannot access billing settings

Member

• Can view Dashboard and analytics
• Can view Click Traffic data
• Cannot modify settings or protection rules
• Cannot manage other team members
• Cannot access billing or workspace settings

Managing Existing Members

Changing a Role

1. Find the member in the list
2. Click their role badge
3. Select a new role from the dropdown
4. Changes take effect immediately

Removing a Member

1. Find the member in the list
2. Click the remove icon
3. Confirm the removal

Pending Invitations

Members who haven't accepted their invitation show with a Pending badge. You can:

• Resend the invitation email
• Cancel the invitation if it's no longer needed

Security Considerations

• All team members with Member role or above can view click data, including IP addresses
• Admins can modify exclusions and blocklists — limit this to trusted users
• Only Owners should handle billing and workspace deletion
• Audit team access regularly — remove users who have left your organization

Best Practices

1. Limit Owners — Only key decision-makers should have Owner access
2. Use Admin for managers — Team leads who need to manage protection settings
3. Members for viewers — Stakeholders who only need to review analytics
4. Clean up regularly — Remove access when team members change roles or leave
5. Use work emails — Avoid personal email addresses for team accounts to maintain security