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How to Add Team Members to your Workspace
How to Add Team Members to your Workspace

Learn how to add and manage team members in your Shapo workspace

Inbal Eting avatar
Written by Inbal Eting
Updated today

Shapo allows you to invite team members to collaborate on your workspace with different access levels. This feature lets you collaborate with team members and set their access levels to different features of your Shapo workspace.

How to Add a Member

  1. Open Settings in your Shapo dashboard.

  2. Click the Members Tab to view the team list.
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  3. To invite a Member:
    Click Invite, enter the user's email, select a role, and click Invite to Workspace:
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  4. Invitations are workspace-specific, if you have multiple workspaces you can invite different members to each workspace.

  5. An invite email will be sent to the user.

  6. The invited user can pick either login or signup to a new account upon accepting your invitation (i.e. the invite email is not specific to a user).

  7. An invite can only be used once and expires after 7 days if not accepted.

Understanding Member Roles

  • Owner: Full control over all settings, billing, and team management. There can be only one owner per workspace.

  • Admin: Similar to the owner but cannot remove the owner or change the workspace name. Has full access to all features, billing, and member management.

  • Editor: Can view and edit testimonials, widgets, forms, and the Wall of Love. Editors can't launch new campaigns and cannot manage members or billing.

  • Viewer: Can view but cannot make changes (billing is not accessible).

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