Teammates : How to add a new Teammate

Robert Paisley

In this article, we will cover adding a teammate to your agency account. This will allow you to assign Teammates to work as Collaborators in your workspaces. 

  1. From your Dashboard, click on Settings
    Screenshot_of_ClickFunnels_-_Workspaces.jpg
  2. Click on Users
    Screenshot_of_ClickFunnels_-_Workspaces__1_.jpg
  3. At the top right, click on Add new collaborator
    Screenshot_of_ClickFunnels_-_Collaborators__1_.jpg
  4. Click on the Text "Not seeing someone? Add New User to Team"
    Screenshot_of_ClickFunnels_-_Collaborators__5_.jpg
  5. Enter the email, first and last names of the New team member as you would like it displayed.
    Screenshot_of_ClickFunnels_-_Invitations.jpg
  6. Optional: Check the box if you would like them to have Administrative Access.
    Screenshot_of_ClickFunnels_-_Invitations__1_.jpg
  7. Click on Create Invitation
    Screenshot_of_ClickFunnels_-_Invitations__2_.jpg
  8. I invitation to join the team will be sent to the email provided. 

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.