🧰 What You Will Need
A Membership.io account (Start Plan or higher)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 teammates
Step 1 - Access the Team settings
Access the Team settings here. You can also click on your Profile picture in your Membership.io dashboard and then click Settings > Team.
Step 2 - Invite Team members
Click the Invite Teammates button to get started. For detailed instructions, go to How to add a team member to your account.
NOTE: If you need assistance with your teammates' access, please contact our support team at help@membership.io and include their email addresses.
Total Team seats on each plan:
| Membership Plan | No. of Seats |
| Start | 1 (Account Owner) |
| Grow | 5 |
| Scale | 10 |
| Enterprise | Unlimited |
Need more seats? No worries, check how to add more Team seats here.
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.