Managing your team
Invite colleagues by email, 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
Owners and admins invite people by email. Marketli sends the invitation for you.
- Company → Team, then Invite.
- Enter their name and email, and choose:
- Role: Member, or Admin (only the owner can invite an Admin).
- Type: Professional, or Support staff (support staff are not listed in the public directory).
- Branches, if your business uses branches, so they can see the right workspaces.
- Send invitation. They get an email from Marketli with a button to join.
They do not need a Marketli account first. Opening the invitation, they enter their name and the email it was sent to, confirm with a code, and they are on your team. If they already use Marketli, the same steps sign them in instead. The invitation only works for the address you sent it to, and it lasts 7 days.
Waiting invitations appear under Invited on the Team page. Resend emails a fresh link (the old one stops working) and Cancel withdraws it.
The invite panel shows your seat usage, for example 2 of 3 seats used, 1 invited. Invitations waiting to be accepted hold a seat. If every seat is taken you will be offered Add Seat ($19/month + GST), or, on the CRM module, a link to manage your seats. 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, appointments, 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 → Communications → 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. They are set up under Company → Settings → Branches.
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 Communications, 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.