Academy: Getting Started: Lesson 2: Collaborators

Sometimes, our customers need help managing their accounts or setting up different features. In these cases, having collaborators is a handy tool.

You can add collaborators and assign different roles to them. According to each role, different levels of permissions will be assigned to each collaborator.

The first step to adding a collaborator is having that person as a Team Member, as we reviewed in the previous lesson.

Requirements:

• An active ClickFunnels 2.0 account

• An existing Team Member

Table of Contents:

• Collaborator Roles

• Adding and Managing Collaborators

Collaborator Roles:

Collaborator roles effectively assign specific tasks to your co-workers while restricting their access to only the designated role. This approach ensures a secure environment for each section of your workspace.

Click here if you want to know more details about Collaborator Roles.

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Adding and Managing Collaborators:

Once you add a collaborator, you can edit the role you assigned in the first place, or you might need to remove that collaborator at some point. 

It is important to know that a collaborator and his role can be edited whenever needed.

Click here to learn more about adding and managing collaborators.

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Next Lesson:

Getting Started: Branding My Site

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