Invite teammates and control access with roles

Follow these steps

1. 01

   Open Team or Team & roles for the correct club. Review active members and pending invitations.

2. 02

   Choose Invite teammate, enter the teammate's invitation details and choose the available role. Review whether it gives administrator-wide access or restricted permissions.

3. 03

   On AI Employee, open Roles & permissions to create or edit a custom role. Select only the customer, campaign, inbox, experience, website, finance, billing and settings actions that person needs.

4. 04

   Save the role/invitation. The teammate receives access after accepting the email invitation.

5. 05

   Review Members and pending invitations after acceptance; change or remove access through the permitted controls when responsibilities change.

6. 06

   On AI Employee, open Security activity to inspect the recorded account actions and export/deletion protections.

Good to know

• Customer view, edit, import, export and delete are independent permissions. Viewing does not automatically permit a download.
• Campaign management and campaign sending are separate permissions; similarly, an inbox role can have a different set of actions from a website editor.
• An administrator invite is broad access to club/customer/settings/payment surfaces. Use it only for trusted administrators.
• The club's subscription determines available features; the teammate's role determines permitted actions within them.
• The AroundU internal staff portal has separate access. It does not automatically grant a role in a customer club.

If something isn’t working

• Roles & permissions missing? Check active AI Employee plan access; the basic Team screen remains an administrator-invite flow.
• An action is unavailable despite the paid plan? Ask the owner to check the corresponding permission.
• Invite still pending? Check the recipient email and the pending invitation state; do not assume sending an invite activated membership.
• Cannot manage billing or a website-enquiry/admin-only surface? Some current surfaces require full club-admin access even when another role has a related permission.
• A role change no longer matches what a teammate sees? Refresh access and reopen the relevant workspace.