Manage Team accounts in Membership.io

Invite people to join your Membership.io team and manage them easily on the platform

 

 

You can easily create a dedicated team using the Team feature on Membership.io to help you tackle common tasks and reach your goals together. For example, instead of handling all your content on your own, you can simply invite people to join you in managing it. This way, you can concentrate on the things that matter to you. Just follow the guide below to discover how to make the most of this awesome feature on the platform!

Contents

• Invite team members
• Manage members and roles
• Switch between Team accounts

Invite teammates

Step 1 - Access the Team setting

In your Membership.io account, click your profile image at the bottom left corner and select Settings.

Inside the Settings page, click Team, which is under the Account category.

Step 2 - Invite Team members

Click the Invite Teammates button. On the pop-up window that appears, enter the email address of the person to invite and select your preferred role. Then, click Invite to send the invitation email.

NOTE: People without Membership.io accounts will be prompted to sign up for a free plan.

Total team seats on each plan:

You have the option to Resend or Revoke the invitation email you sent by clicking the three-dot menu.

Step 3 - Accept the invitation

Open the email received from Membership.io, which contains the invitation to join the team. You will see the button to accept the invitation. Click this button to join the team. This action will redirect you to the Membership.io platform, where you can log in or create a new account if you don’t already have one. By accepting the invitation, you will gain access to the team’s resources on the platform.

The invitation expires in 7 days; after that, the Account Owner or Admin must send a new invitation. ✉️

Manage members and roles

The three roles available are Account Owner, Administrator, and Contributor. NOTE: The Account Owner always takes the first line on the Team's list.

The Account Owner and Administrator have full access to all features, including Team management and Billing. However, the Administrator cannot remove or change the Account Owner's role, while the Account Owner can do both for the Administrator. On the other hand, the Contributor can access everything except for Team and Billing settings.

You can switch roles for the teammates by clicking the down arrow beside their role, or remove them from your team by clicking the ❌ button.

Switch between Team accounts

If you have at least two Team accounts, you can conveniently switch between them. You can do that by clicking your Profile picture at the bottom of the page and then choosing a Team account from your list.

NOTE:

• An indicator will appear above your profile picture if you are not on your original Membership.io account page.
• When you access someone's account as an admin or member, any recordings produced using the recorder extension will be saved to that account rather than your own.