Getting Started: Knowing your ClickFunnels 2.0 Account: Team Settings

Your Team is the people who have access to your account and workspaces. Once you add a Team member, you can add them as a Collaborator.

You can give a collaborator different access levels to view and manage your account. The level of permissions will depend on the role you assign to each collaborator.

You can see and manage your workspaces and Team members in the Team Settings area.

Requirements: 

• An active ClickFunnels 2.0 account

Table of Contents:

• Access your Team Settings

• How to Invite a New Team Member

Access your Team Settings:

You can access your Team Settings by clicking the top left menu, clicking on the desired workspace, and clicking on Team Settings:

Note: You can also access your Team Settings via Workspace Settings.

In the Team Settings area, you will find and edit the following:

a. Team Name.
b. Team Logo.
c. Time Zone.
d. Workspaces.
e. Team Members.

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How to Invite a New Team Member:

• Click on the Invite a New Team Member button in the Team Settings.
  

• Complete the following information.
  

  • Type the email address of the person you want to invite as a Team member.

  • Add their first and last name.

  • Select the role for your team member and click on Create Invitation.

  • Reader: The Reader can view the general site and funnel pages but cannot make any changes or actions.  The Reader also cannot view sensitive information, like settings and Payments AI.
  • Customer Support: The Customer Support role can only manage contacts and orders but not delete them.
  • Affiliate Manager: Can manage all the affiliates with the same permissions as a Reader.
  • Funnel Builder: This allows you to edit, manage, and change (also delete and archive when available) Contacts, Courses, Blogs Sites, Funnels, Workflows, Workspaces, Products, Orders, and Teams.
  • Marketing: This role can manage the Marketing section of a Workspace only.
  • Billing: This role permits the management of a workspace’s Payments AI.
  • Administrator: The Administrator role can view everything and do all actions.
  • Billing Contact: This role identifies users who have been authorized to talk to ClickFunnels support about billing related issues. This role by itself doesn’t grant any permissions to a user and only the owner of the account can grant this role through the Team Settings.
    

    The Billing Contact role is critical as any team member with this role can perform any of the following and not limited to: Remove domains, Cancel an account, and Remove credit cards information.

• An invitation will be sent to the email address you provided. Once the person accepts it, they will join your Team.

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