How to manage the team members of a workspace

Our subscription comes with some usage limits which you can view by clicking on the name of the workspace on the top left and selecting My Account Admin > Subscription if you are the account owner. These limits can be extended by upgrading your subscription. More information about our currently available subscriptions can be found here: https://instapage.com/plans

How to Invite New Team Members

If you have multiple workspaces, navigate to the workspace you'd like to invite your user to and click on Workspace settings, then Team members.
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Click on the Add Team Member button:

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Important Notes: 

  • If, as the account owner, you invite a team member to one workspace, the team member will only have access to that workspace unless invited to other workspaces as well. 
  • If you invite the same team member to multiple workspaces, they will count once towards the total team member limit set by the subscription. However, they will need to be removed as a team member from all relevant workspaces to ensure the space is freed up so that they no longer count towards the Team Member limit for the account. 
  • Only the account owner or someone with access to all the workspaces can see whether a user have been added to multiple workspaces. 
  • The team members do not have to pay for their own account; they will become a member of the main account to which they were invited, for the duration they are added as a member of this account. 

Setting a team member's permission level

In the Team member's dashboard, add the email address of your new team member. They will receive an email invitation to your workspace.

NOTE: If you did not receive the invitation email, it may have been delivered to your spam folder or completely blocked by your email provider. To prevent this from happening, please whitelist the following email addresses in your system: no-reply@app.instapage.com, notifications@instapage.com, no-reply@mailserve.io, and notifications@mailserve.io.

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Setting Permissions roles are available as follow:
  • Viewer is the most limited access; the new team member will only have view access to your pages.
  • Editor will allow the team member to edit your pages.
  • Manager is giving full access to your account except to the billing information and the audit log.
  • Any of the above with Developer Access can use their API key (more info here https://d.pr/QMkgUe) to perform actions that are in accordance with their permission level. For example, Editors with Developer Access cannot unpublish pages using the API, but they can pull lead data with it.

After a new team member is added, the side menu on the right allows you to change the permission-role later or to revoke access.

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For more details on what each permission level allows, please check out the following article: https://d.pr/hRsZ9D. 

You can also invite team members straight from Comment mode. Please refer to this article for more information about the collaboration feature: https://d.pr/WjybF1. 

Note: Only one active user can edit a page at a time. Multiple users cannot edit and save changes to the same page simultaneously. This prevents contributors from accidentally overwriting each other’s work. If someone tries to enter the builder of a page that someone else is already working on, they will be prompted with the following message, and they can only start editing after 5 minutes pass from the time the team member closed the page builder. This only applies to the page editor itself; more than one person can edit sections of the slideout menu at the same time.

screenshot of the prompt shown in the builder when someone else is editing the page