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How to manage team members

You can add your team members to your Agency account so they can work with the clients as well. There's no restriction on how many members you can add.

Your team members get the same level of access to clients as you do. Although the team members have some restrictions:

  • They can't interact with the Partner program for you
  • They can't manage agency's settings or add additional team members

How to add a team member

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Warning:

You can only invite emails that haven't been registered on Stape before. If the account is already registered, it shouldn't have any containers/gateways. If you connect an account with products in use, the account could lose access to those products and to shared workspaces.

1. Open Agency settings β†’ Team & access.

Agency settings β†’ Team & access

2. Enter the Team member email and click Add team member.

Team member addition

3. The team member gets an email from Stape with a link to sign in.

How to remove a team member

1. Open Agency settings β†’ Team & access.

Agency settings β†’ Team & access

2. Find the team member in the list and click the Remove button next to their name.

Team member removal

3. In the pop-up click Delete.

Team member removal confirmation pop-up

The team member loses their ability to sign in to your Agency account right away. Their personal Stape login still exists and can be used.

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