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Teammates are created from the User Management screen, where you can see every user, their role, business access, 2FA status, and seat usage. Open it from Admin → User Management in the sidebar.

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User Management dashboard

The header surfaces five stat cards so you can audit access at a glance:
CardWhat it shows
Total UsersEveryone provisioned in the workspace, active or not.
Active UsersUsers who can sign in today.
Inactive UsersSuspended or disabled accounts.
Super AdminsUsers with full agency control (Agency Owner role).
AdminsUsers with Agency Admin role.
A Team seats banner shows usage against your plan (for example, 20 of 30 seats in use, includes 1 pending invitation, 10 seats remaining).
  • Search users by username or email
  • Filter by Role
  • Filter by Business
  • Clear to reset, Refresh to reload
The user table lists each user with: avatar/email, Roles, Business Access (specific businesses or Access to All Businesses), 2FA Status, Force 2FA toggle, Status (Active/Inactive), and a per-row Actions menu.

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Create a new user

Select + Create User in the top right to launch the three-step wizard.
1

Basic Info

Enter the user’s email (for example, stackdev59@gmail.com). The user will create their password when they accept the invitation. Toggle Active User on so they can sign in immediately when they accept.
2

Roles & Permissions

Pick one role for the user. Available roles are shown with a System badge (built-in) or no badge (custom):
  • Agency Admin (System)
  • Agency Owner (System)
  • Team Member (System)
  • Media Buyer
  • Strategist
  • Tech
Only one role per user. The saas_super_admin role isn’t assignable here — it’s reserved for platform owners.
3

Business Access

Decide which businesses this user can see.
  • Access to All Businesses — Toggle on (recommended for admins). The user automatically gets access to any new businesses you add later.
  • Specific businesses — Leave the toggle off and use the dual-list picker to move businesses from Available Businesses to Selected Businesses. Use the search box to filter long lists.
Select Invite User to send the invitation email.
Use Specific businesses for client-facing roles like Media Buyer and Strategist so they only see the accounts they manage. Reserve Access to All Businesses for admins and owners.

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Force 2FA

Each row has a Force 2FA toggle. Turning it on requires that user to enrol in two-factor authentication on their next sign-in. Combine this with the 2FA Status column to spot anyone who hasn’t enrolled yet.

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Row actions

The three-dot Actions menu on each row lets you:
  • Edit basic info, role, or business access
  • Resend an invitation
  • Deactivate or reactivate a user
  • Reset 2FA (forces re-enrolment)
  • Remove the user from the workspace

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Seat management

If you’ve hit your seat cap, the + Create User button is disabled until you either deactivate someone or upgrade your plan from Billing → Compare plans.
Deactivating a user immediately revokes access and frees a seat, but their assignments and history are preserved. Removing a user is permanent.

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Next steps

Roles & permissions

Learn what each role can do and how to build custom roles.

Add a business

Add a new client business before assigning users to it.