Team and access

In Settings, on the Team tab, fill in Invite a member with their email and role, then click Send invitation. They get an email to join the team and appear in the pending invitations. This feature is only available on the Agency plan.

The roles are Administrator (access to all accounts, member management, account connections and branding), Manager (the accounts assigned to them, reports, conversions and Zeo), Viewer (read-only access to the accounts assigned to them) and Client (external read-only access). Only the owner manages billing.

Invite them with the Client role. They get external read-only access through a portal in your agency’s colors, limited to performance data (dashboard, campaigns, audiences and reports with PDF download). They don’t see any internal tools such as optimizations, alerts, the health score or Zeo.

For a Manager, Viewer or Client, check the accounts to give them access to when you invite them. After that, the Manage button in the member list lets you change their accounts at any time.

On the Team tab, in the Current members section, open the role menu next to the person and choose the new role. You can’t change the owner or your own account here.

In the member list, click the trash icon next to the person and confirm. They lose access to the organization immediately, but their personal Pulzeo account is kept.

On the Team tab, in the Pending invitations section, click Cancel next to the invitation and confirm. The person can no longer use it to join the team.

Click the link in the email, then sign in (or create an account) with the address the invitation was sent to. If you already belong to another organization, you’ll be offered the option to leave it and join the new team.

Inviting multiple members with roles is included in the Agency plan. On other plans, the Team tab lets you upgrade to Agency to unlock this feature.

In Settings, the Activity log tab lists sensitive actions (disconnecting an account, invitations, role and access changes) with who did them and when. The owner and administrators can access this log.

Yes. You can try team management during the trial, with a limit of one invited member. To invite more colleagues, upgrade to the Agency plan.