Collaborators : Adding a Team Collaborator

Robert Paisley

In this article, we will cover adding a team collaborator to your workspace. This will allow you to have multiple Teammates working in your workspace at the same time. 
Part A

  1. From your Dashboard, click on Settings
    Screenshot_of_ClickFunnels_-_Workspaces.jpg
  2. Click on Collaborators
    blobid1.jpg
  3. Click on Add new collaborator
    Screenshot_of_ClickFunnels_-_Collaborators__1_.jpg
  4. Select the Teammate from the Membership Dropdown Menu
    If the name of the collaborator is not on the list please go to Part B below.
    Screenshot_of_ClickFunnels_-_Collaborators__2_.jpg
  5. Set their Role(s)
    Screenshot_of_ClickFunnels_-_Collaborators__3_.jpg
  6. Click on Create Collaborator
    Screenshot_of_ClickFunnels_-_Collaborators__4_.jpg

Part B

  1. Click on the (+) icon to add a new Team Collaborator not listed in the drop-down menu.
    blobid2.jpg
  2. Enter the email, first and last names of the New team member as you would like it displayed.
    Screenshot_of_ClickFunnels_-_Invitations.jpg
  3.  
  4. Click on Create
    blobid3.jpg
  5. An invitation to join the team will be sent to the email provided. Now return to Part A step 1

If you have any questions about this, please contact our Support Team by clicking the Submit a Request button at the top right-hand corner of this page and then the Help button at the bottom left of the ClickFunnels Page.