Invite a teammate and set their role
Go to Settings → Workspace & brand → Team & invitations, enter your teammate’s email, pick a role, and click Send invite. They get an email with a link to join. Only Administrators can invite people; in a brand workspace, Brand administrators can too.
Send an invitation
- Go to Settings → Workspace & brand and open the Team & invitations tab.
- Under Invite teammates, enter their work email and choose a role. The description under the form says what that role can do.
- Click Send invite.
The invitation appears under Pending invitations until they accept. It expires after 7 days. Click Resend to send the email again, or Revoke to cancel it.
Choose a role
| Role | Can |
|---|---|
| Administrator | Use everything, including settings, billing, and managing the team. |
| Sales representative | Create and manage proposals and decks, and see partners and tasks. |
| Account manager | Manage partners, proposals, and agreements, without deleting or changing settings. |
| Viewer | See proposals, partners, tasks, and agreements without changing them. |
A brand workspace invites with brand roles instead:
| Role | Can |
|---|---|
| Brand administrator | Use every brand feature, including settings and inviting the team. |
| Sponsorship manager | Manage the sponsorship portfolio, deliverables, budgets, and ROI reports. |
| Brand coordinator | Handle day-to-day deliverables, files, and partner communication. |
| Brand analyst | Build and export reports. |
| Brand viewer | See sponsorship data and reports without changing them. |
To change what a role can do, open the Roles & permissions tab and turn individual permissions on or off.
What your teammate does
They click the link in the email and create an account, or sign in if they already use SponsorFlo. Either way they join your workspace with the role you chose. If they belong to more than one workspace, they can move between them. See Switch between workspaces.
Change a role or remove someone
Everyone on the team is listed under Members on the same tab. Pick a new role from the menu beside their name, or open the ⋯ menu and choose Remove from workspace. They lose access right away, and you can invite them again later. Only Administrators can change roles or remove people.
Note: Each plan includes a set number of seats. See Add seats and partners.
Still stuck? Ask Flo in the app, or email support@sponsorflo.ai. We typically reply within one business day.