Team users

Team users is where you add the people who work in your agency, choose what each of them can do, and remove access when someone leaves. Open it from the profile menu (your initials at the top right) → Team users.

What’s on the screen

• Summary cards: Active users (people who can sign in), Administrators (people with full access) and Available roles.
• Filters (callout 2): search by name or email, filter by Role or Status, and Clear filters.
• User table: Name, Email, Role, Status and Actions. Click a column heading to sort.
• Roles and privileges (callout 3): every role in your agency with a sample of its privileges and how many users have it. See Roles and permissions.

Add or invite a teammate

1. Click Add user (callout 1).
2. Under Onboarding method choose:
   • Send invitation (recommended): the person gets an email, chooses their own password and sets up their sign-in security.
   • Create user now: you set an Initial password (at least 12 characters) and share it with them securely.
3. Enter their Full name and Email address.
4. Choose a Role. The role decides which screens and actions they get.
5. If your agency uses Digital Marketing, choose Digital Marketing workspace access: All workspaces, or Specific workspaces and tick the client workspaces they should see.
6. Leave Status as Active and click Send invitation or Create user.

After you send an invitation, the person appears in the team user list once they accept it. They follow the steps in Joining an agency as a team member.

Edit a teammate

Click Edit on their row to change their name, email, role, workspace access or status. To give them a new password, fill in New password (optional) and Confirm password; leave both blank to keep their current password. Click Update user.

Remove access when someone leaves

1. Click Archive on their row and confirm. They can no longer sign in, but their past work and activity stay in AgencyOS.
2. To bring them back, set Status to Archived in the filters and click Restore.

Help a teammate who lost their phone

Click Reset 2FA on their row and confirm. This removes their authenticator and recovery codes and signs them out everywhere. They set up a new authenticator the next time they sign in.

For someone who signs in only with Google, Convert to password disconnects Google from their account and emails them a link to set a password. The link works for 30 minutes.

Safeguards

• You can’t change your own role or archive your own account.
• The last active administrator can’t be demoted or archived, so your agency always has someone in charge.
• You can only give roles whose privileges you already have.
• The Administrator role is Protected: it always has every privilege and can’t be edited or deleted.

Every change here is recorded in Activity history.