What a Team Member Can See

When a team member logs in, their dashboard will look similar to yours, but with limited access based on their role.

Team Workspace

• Can view team members, roles (Owners, Contributors, Participants), and member details
• Can send messages to the team

Clients

• Can view clients assigned to them only
• Can open client profiles and view details
• Depending on permissions, they may be able to:
  • Edit client information
  • Update journey details (like status or type)
  • Add payment methods
  • Message clients

Client Profile Tabs

• Most tabs function the same as your own account
• Access may vary based on permissions

Templates

• Can use templates shared with the team
• Cannot create or add their own templates

Billing

• Can view available services
• Can create invoices

Messaging & Tasks

• Can access messages with clients and team members
• Can use reminders and tasks

Profile & Activity

• Can update their own profile information
• Can view active client journeys assigned to them

This setup ensures team members have access to what they need, while keeping key settings and controls with team owners.