Managing your team
Invite colleagues with a link, understand what Admin and Member can each do, edit a member's profile, and remove someone who has left.
Your team is at Company → Team.
Inviting someone
Invites are links you share, not emails Marketli sends. Nothing goes out automatically — you generate a link and pass it on however you like.
- Company → Team, then the invite action.
- Read the panel — Generate a unique invite link.
- Click to generate. You get Invite Link Created! and the link.
- Copy it and send it to your colleague.
They must already have a Marketli account with a professional profile. The dialog says so: Don't have an account yet? They'll need to sign up at marketli.app first. An invite link handed to someone with no account will not work until they sign up.
New joiners come in as a Member. You can change the role afterwards.
The panel also shows your seat usage — 2 of 3 seats used. If you are at the limit you will be offered Add Seat — $19/month + GST before you can generate the link. Invited staff never need their own card; your subscription covers them.
Roles
| Role | What they can do |
|---|---|
| Admin | Can manage team and company settings. |
| Member | Standard team member access. |
The company Owner is the person who created the company.
Admin is what gates most of the configuration in this help centre — automations, templates, bookings, forms, phone, rewards, CRM pipelines, lead sources, the embed snippets, the CSV importer and billing are all owner-and-admin only. Members use the product; admins shape it.
To change someone's role, open them from the Team tab and pick the new role. It takes effect immediately.
Editing a member's profile
Admins can edit a team member's profile directly — useful when someone's display name or details need fixing and they are not around to do it.
Their name in chat updates the next time they connect, not instantly. If an old name lingers in a conversation, that is why.
Assigning a phone line and branches
Two other things attach to a team member:
- A direct phone number, on Company → Phone, using Belongs to on the number row. Assigning it also fills in the forwarding number from their mobile. See Company phone and SMS.
- Branches, if your company uses them.
Removing someone
Use Remove Team Member on the Team tab. Do this when someone leaves — an inactive staff member who still holds a phone number will surface as a warning on the Phone tab, and you should reassign the number or set it to unassigned.
One active company per person
A person can only hold one active staff membership at a time. If a colleague is already active at another company on Marketli, they will need to leave that one before your invite will take.
Still stuck? Email help@marketli.app.