Use the dashboard
Team and roles
Invite teammates as admins or members, what each role can change, and how to transfer ownership of an account.
An account has one owner and any number of admins and members. Every person in the account sees every site in it. Team members are unlimited on every plan, Free included, so inviting someone never needs an upgrade.
Roles
| Action | Owner | Admin | Member |
|---|---|---|---|
| View every report, including revenue and profit | yes | yes | yes |
| Ask questions | yes | yes | yes |
| Change site settings, goals, funnels and ad spend | yes | yes | no |
| Connect billing providers and create API keys | yes | yes | no |
| Add members and admins | yes | yes | no |
| Remove a member | yes | yes | no |
| Remove an admin | yes | only themselves | no |
| Upgrade or change the plan | yes | yes | no |
| Transfer ownership | yes | no | no |
Invite someone
- Open a site's Settings → Team.
- Enter their email and choose Member or Admin.
- They sign in at
app.productlense.appwith that email. Sign-in is by a one-time link sent to the email, with no password.
Adding an email that is already in the account changes its role instead. An owner's role never changes this way, and only the owner can change an admin's role.
Transfer ownership
Only the owner can transfer ownership, and only to someone who is already a member or admin of the account. The previous owner becomes an admin. Do this before the owner leaves the company: the owner can never be removed.