Team management
Invite team members, assign roles, and control who can change protection settings or access billing.
The Team page is where you invite people to your workspace and decide what each one can do. There are three roles: Owner, Admin, and Member.
Open the page
In the sidebar, open Space Settings → Team.
Invite a team member
The invitee gets an email with a link. They sign up (or sign in if they already have a ClickFortify account) and join your workspace.
Roles and permissions
| Role | Can do | Cannot do |
|---|---|---|
| Owner | Everything — billing, settings, team, delete workspace | — |
| Admin | Protection settings, automations, exclusions, blacklist, team invites | Billing, delete workspace |
| Member | View dashboard, view click data, view reports | Modify any settings |
Owner
Full access. Owners can delete the workspace, change billing, and remove other Owners. Limit Owner accounts to the people who genuinely need them — usually just one or two per space.
Admin
Day-to-day operator. Can tune protection settings, add automations, manage exclusions and blacklist, invite new team members. Can't touch billing or delete the workspace.
Member
Read-only. Can see dashboards, reports, and click-level data. Can't change settings or invite anyone. Use this for analytics viewers, junior team members, or external stakeholders who need visibility without edit rights.
Status badges
Each member row shows a status:
| Status | Meaning |
|---|---|
| Active | Currently has access |
| Pending | Invitation sent, not yet accepted |
| Inactive | Access disabled (but not removed) |
Change a role
Remove a member
Removed members lose access immediately and can't see anything in your workspace. To re-add them, send a new invitation.
Best practices
- Use work email addresses — personal addresses make audits harder when people leave.
- Limit Owners — one or two per space, usually billing/admin staff only.
- Use Admin for managers — team leads who manage protection but don't handle billing.
- Use Member for viewers — analytics readers, finance reviewing wasted-spend, external auditors.
- Audit quarterly — review the team list every three months. Remove anyone who's left.
What happens next
- Space settings — the rest of the workspace configuration
- Blacklist — for the manual block list members may need to manage