Invite your team and set clear access.
Give teammates the access they need without making the workspace harder to manage.
Choose the right roles
Match access to what each teammate actually does.
Access should reflect real operating responsibilities. Separate everyday member support from program-wide configuration so routine work stays simple and important changes remain deliberate.
List the operators
Identify who manages members, rewards, campaigns, and reporting.
Assign access
Use the narrowest role that still lets each person work.
Send invitations
Invite teammates with their business email addresses.
Keep access healthy
Review access whenever responsibilities change.
Confirm invitations were accepted, remove access that is no longer needed, and keep one clear workspace owner for important changes.
Review the team after staffing changes and before major campaigns. Removing unused access is easier than investigating an unexpected change later.
