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Team Members & Roles

Invite team members to your Launchpad account and manage what each person can see and do.

Written by Hayden Zammit Meaney

Launchpad supports multiple users on one account, each with their own role and access level. Whether you're running a small family operation or a team of 20, you can control exactly who can see, edit, and manage your business data.

Accessing team settings

Inviting a team member

  1. Click Invite Team Member.

  2. Enter their email address and select their role.

  3. Click Send Invitation. They'll receive an email with a link to set up their account.

  4. Once they accept, they appear in your team list.

Available roles

  • Owner — full access to all features, settings, and billing. There can only be one owner per account.

  • Admin — full access to all features and settings except billing and ownership transfer.

  • Editor — can create and edit content, manage CRM records, and use marketing tools. Cannot change account settings or billing.

  • Viewer — read-only access to data and reports. Cannot create, edit, or delete anything.

Changing a team member's role

  1. Find the team member in the list.

  2. Click the role dropdown next to their name.

  3. Select the new role and confirm.

  4. The change takes effect immediately on their next page load.

Removing a team member

  1. Find the team member in the list.

  2. Click Remove next to their name.

  3. Confirm the removal. Their access is revoked immediately. Content they created remains in your account.

Tips

  • Give contractors and seasonal staff Editor access, not Admin — they don't need access to your billing or settings.

  • If a team member leaves your business, remove them as soon as possible to keep your data secure.

  • You can have as many team members as your subscription allows. Check your plan in Settings > Billing.

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