Invite team members and manage roles

Updated

Short answer

VideoTestimonials workspaces have three roles. The Owner, who created the workspace, manages billing, invites people, changes roles and removes members from Settings → Team. Admins can edit spaces, forms and testimonials. Viewers have read-only access. Seats come with the plan: Pro includes 3 and Business 10, counting the owner. Role changes and removals take effect immediately.

Collaboration is part of the job — marketing approves testimonials, sales asks for them, and leadership wants to see the data. Add teammates to your VideoTestimonials workspace and give each the right level of access.

Invite a teammate

  1. Go to Dashboard → Settings → Team.
  2. Click Invite Member (only the workspace owner sees this button).
  3. Enter their email address and pick a role.
  4. Click Send Invitation. They receive an email with an Accept Invitation link to join.

Until they accept, the invite shows as Pending in the team list. If the email doesn't arrive, click the copy icon on that row to copy the invite link and send it yourself.

Roles

  • Owner — the user who created the workspace. Full access including billing, domain settings, and team management. Only one owner per workspace; cannot be removed from the team page.
  • Admin — can create and edit spaces, forms, testimonials, run imports, and publish widgets. Cannot change billing or transfer ownership.
  • Viewer — read-only access to dashboards, testimonials, and analytics. Cannot approve, publish, or edit.

The workspace owner can change a teammate's role any time from the team list. Changes take effect immediately.

Remove a teammate

Click the trash icon next to their name in the team list and confirm with Remove Member. They lose access immediately.

Team seat limits

Pro includes 3 team seats and Business includes 10, and the owner counts as one of them. The Seat Usage card at the top of Settings → Team shows how many seats you're using. To add more seats, upgrade your plan or contact support.

Frequently asked questions

How many team members can I add?

It depends on your plan. Pro includes 3 team seats and Business includes 10, and the workspace owner uses one of them. Pending invitations count toward the limit too. The Seat Usage card at the top of Settings → Team shows how many seats are in use.

What can a Viewer do?

A Viewer can open the workspace's spaces and testimonials but cannot change them: approve, edit and save controls are hidden or disabled. The owner can promote a Viewer to Admin at any time from the role menu next to their name in Settings → Team.

What happens when I remove a team member?

Their membership is deleted, so they lose access to your workspace right away. Testimonials, forms and walls in the workspace stay as they are, and the person's own VideoTestimonials account and any spaces they own are not affected. Pending invites can be cancelled the same way.

Want to try this yourself?

The free plan includes 10 video testimonials, 20 text, a Wall of Love embed and CSV import. No credit card, and nothing expires.

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