Team Management - User Roles and Permissions

The Team Management page allows you to invite team members to your workspace and manage their roles and permissions.

Purpose

Team Management enables you to:

• Invite colleagues to access your ClickFortify workspace
• Assign roles and permissions
• View current team members
• Remove access when needed

Invite Member

Click the Invite Member button (blue, top-right) to add new team members.

Invitation Process

1. Click Invite Member
2. Enter the email address of the person to invite
3. Select their role (Owner, Admin, or Member)
4. Send the invitation

The invitee will receive an email with instructions to join your workspace.

Team Members List

The main section displays all current team members:

Member Information

Each row shows:

• Avatar — Profile picture or initials
• Name — Team member's display name
• Email — Their email address (e.g., app@clickfortify.com)

Role

The permission level assigned to the member:

Status

Whether the member is active:

Role 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 protection features
• Can manage blacklist and exclusions
• Can view all analytics
• Can invite team members
• Cannot delete workspace
• Cannot access billing

Member

• Can view dashboard and analytics
• Can view click data
• Cannot modify settings
• Cannot manage team
• Cannot access sensitive features

Managing Team Members

Change Role

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

Remove Member

1. Find the team member in the list
2. Click the remove/delete icon
3. Confirm the removal
4. Their access is revoked immediately

Best Practices

1. Limit Owners — Only key stakeholders should have Owner access
2. Use Admin for managers — Team leads who need to manage settings
3. Members for viewers — Analytics viewers who don't need edit access
4. Remove inactive users — Keep your team list current
5. Review regularly — Audit team access quarterly
6. Use work emails — Avoid personal email addresses for team accounts

Security Considerations

• All team members can view click data, including IP addresses
• Admins can modify exclusions and blacklists
• Only Owners should handle billing and sensitive settings
• Remove access promptly when team members leave