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Collaborators: How to Manage Workspace Collaborators

Modified on Mon, 20 Nov 2023 at 02:52 PM



In this article, you will find instructions on how to add, remove, or edit a collaborator. Collaborators can be considered colleagues who help you manage and configure a ClickFunnels 2.0 Workspace.

 

Requirements: 

  • An active ClickFunnels 2.0 account

Table of Contents:


Access The Collaborator Menu:

  1. Click on the Settings Tab on the Workspace Dashboard.


  2. Click Collaborators from the left sub-menu.

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Add a Collaborator:

  1. Click on the Add New Collaborator button.

 

  1. Select the Team Member from the drop-down menu.


  2. If the Team Member does not show in the drop-down menu, click on the + icon above the drop-down menu.


  3. Enter the email address, first name, and last name of the collaborator you wish to add, then click Create. Now the Team Member will show in the drop-down menu.


  4. Select your new collaborator's Role(s), then click the Create Collaborator button. Click this link to learn more about Collaborator Roles.


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Remove a Collaborator:

  1. Click the trash can next to the collaborator that is being removed.


  2. Click on the Proceed button to confirm and remove the collaborator.

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Edit a Collaborator:

  1. Click the Name of the collaborator or the drop-down to change the roles of the collaborator. Click here for more information about collaborator roles.

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