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Invite and manage team members

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Invite teammates so they can review Finds, take action and have Finds assigned to them. Each person has one role, and every role except Billing uses a seat.

Invite someone

  1. Open Settings then Members.
  2. On the Invite members card, type their email and pick a role. It starts on Member.
  3. Click Invite.

They get an email with an invite link. Your company needs an active plan to invite anyone.

Pending invites are listed under the member table. You can change an invite’s role, Resend it or Delete it.

Roles

Choose Member for someone who works through Finds. Choose Admin for someone who also creates and edits Ghosts, connects integrations or manages the team. Billing is for whoever pays, and it takes no seat.

What you can doMemberAdminOwnerBilling
Uses a seatYesYesYesNo
Use Finds, Tools and Pitchie, see the Ghosts list and start ScansYesYesYesNo
Open, create and edit Ghosts and their notificationsNoYesYesNo
Edit the brand description, add or remove integrations, link social accounts, manage API keysNoYesYesNo
Edit business info, redo the company scan, delete the companyNoNoYesNo
Invite and remove peopleNoAnyone except ownersAnyoneMembers and Billing users
Change a roleNoAnyone except ownersAnyonePending invites only, between Member and Billing
Change seats, buy credits, set up auto top-upNoYesYesYes
Change or cancel the plan, update the card, billing details and invoices, share a payment linkNoNoYesYes

Members do not see Settings. Every change in Settings also needs an active plan.

Seats

Your plan includes a number of seats, and each extra seat has a price. Both are in the plan comparison. Members, admins and owners each use a seat, and so do pending invites for those roles. Billing users and Billing invites are free.

When every seat is taken, the invite form tells you what one more seat costs and the button becomes Add 1 seat & invite. The seat is charged now, prorated for the rest of your billing period, or billed once your trial ends if you are on a trial.

You can also add or remove seats ahead of time on the Subscription page.

Change someone’s role

In the member table, click the person’s role and pick a new one. Roles you are not allowed to give show a lock. You cannot change your own role, and moving someone off Billing needs a free seat.

Warning

Moving someone to Billing removes their access to PitchGhost itself. The social accounts they connected are disconnected, actions waiting on those accounts are cancelled, and Ghosts stop assigning them Finds. Moving them back later means reconnecting their accounts.

Remove someone

  1. Open Settings then Members.
  2. Click the three dots at the end of their row and choose Remove from company.
  3. Click Continue.

This cannot be undone. It also removes every integration account they linked. A company always needs an owner, so make someone else an owner before you remove the only one.

Removing someone frees their seat but does not lower your bill. To pay for fewer seats, lower the count on the Seats row of the Subscription page.

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