Add a team member
Teammates join your workspace by email invitation. Here is where to send one, which role to pick, and how to change or remove someone later.
Set this up with AI
Copy this prompt into ChatGPT, Claude or whichever AI you use. It carries this whole guide, the pages it depends on, and a link to every video, so it can walk you through it one step at a time.
How to add a team member
- Click Account in the left sidebar of the dashboard.
- Scroll down to the Team Members section.
- In the Members card, click the blue Invite Member button.
- Enter your teammate's email address.
- Pick their Role (see below). The panel under the role lists what that role can and cannot do, and Compare all roles shows all three side by side.
- Click Invite.
The invitation now shows under Invitations with the status Pending.
Only the workspace owner sees the Invite Member button. If you are an admin or a member, ask the owner to send the invitation.
What your teammate does next
Your teammate gets an email with a link to join your workspace.
The link opens a page that says Join followed by your workspace name. If they do not have a TrueMetriks account yet, they sign up there. If they already have one, they log in.
Then they click Accept Invitation and land in your workspace dashboard. They now appear in your Members table and the invitation disappears from the pending list.
Choose the right role
Every invitation comes with one of three roles.
- Member - the view-only role. Sees every dashboard, including revenue, conversions, buyers and session replays, and can create, edit and delete goals and funnels. Cannot change site settings, connect integrations, or see the team and billing.
- Admin - everything a member can do, plus changing site settings and tracking, connecting and disconnecting integrations (Facebook, Google Ads, TikTok, Stripe, Typeform, Calendly, webhooks and the rest), short links, data imports and custom events, adding sites, and editing or removing members. Cannot change the plan, the payment method, or anyone's role.
- Owner - full control. Everything an admin can do, plus billing, inviting new members, changing anyone's role, and renaming or deleting the whole workspace.
If a teammate is going to set up tracking or connect an ad platform, invite them as an Admin. A member who tries to connect an integration gets a "Forbidden" error.
Admins and owners always have access to every site in the workspace.
Manage pending invitations
Each invitation in the Invitations list shows its email, role, status and when it expires.
- Resend sends the email again, for example when it landed in spam or has expired.
- Cancel withdraws the invitation. The link in the email stops working.
If your teammate opens an expired or cancelled link, the page tells them to ask you for a new invitation.
Change or remove a team member
In the Members table, click the pencil icon on the person's row to open Edit Member.
- The owner can change their role there.
- To take away their access, click Remove Member. They lose access to the workspace right away.
How many members your plan includes
The limit counts everyone in the workspace, including you.
- Starter - up to 3 members.
- Growth - up to 10 members.
- Unlimited - no member limit.
During the free trial there is no member limit. Once you reach your plan's limit, the Invite Member button is greyed out and tells you to upgrade to add more.
Frequently asked questions
Where do I add a team member?
Click Account in the left sidebar, scroll to Team Members, and click Invite Member in the Members card.
I do not see the Invite Member button. Why?
Only the workspace owner can send invitations, so the button shows only for the owner. Ask the owner of your workspace to invite your teammate, or to make you an owner.
Which role should I give a teammate?
Give Member to anyone who only needs to see the numbers. It can view every dashboard and create goals and funnels, but cannot change settings. Give Admin to someone who will set up tracking or connect integrations. Keep Owner for whoever handles billing.
My teammate did not get the invitation email. What do I do?
Ask them to check spam first. Then click Resend next to their email under Invitations. If the email address was wrong, click Cancel and send a new invitation to the right address.
How many team members can I add?
Starter includes 3 members, Growth includes 10 and Unlimited has no member limit, counting everyone in the workspace including you. When you reach your plan's limit the Invite Member button is greyed out until you upgrade. There is no member limit during the free trial.
How do I remove a team member?
In the Members table, click the pencil icon on their row, then click Remove Member. They lose access to the workspace right away.