Before you start
You need to be an agency owner or admin. Invite agency staff only; clients do not receive GrowthPilot accounts.
How to do it
- Open Settings → Team.
- Under Invite a colleague, enter their Email and choose a Role.
- For any role other than admin, tick the Clients they can access. Admins can access every client automatically.
- Select Send invitation.
What happens next
- The invitation is single-use and expires after 7 days.
- It appears under Pending invitations, where you can Resend (this sends a new link) or Revoke it.
- The Members table shows each person's name, email, role and whether Two-factor is On.
Troubleshooting
- "This person is already a member of the agency": they already have access.
- "This address belongs to a client contact": use the person's agency email address.