Inviting teammates and choosing roles

Team seats are unlimited on every Ecom Forward plan. Invite your bookkeeper, your paid-ads agency, your ops lead, your VA, and your investor — each with exactly the access they need and no more.

Who to invite first

The single biggest retention multiplier in B2B software is seat count. Accounts with a second person invited churn 5-10× less than solo accounts — because the platform becomes the shared source of truth for an actual team.

• Your bookkeeper or accountant — Financials and Audit only.
• Your paid-ads agency or freelancer — Marketing + Performance, no Financials.
• Your operations lead — Dashboard, Performance, Tasks, Products.
• Your VA or customer-support lead — Customers + Tasks.
• Your co-founder or spouse — Full admin access.

How to invite

1. Go to Team in the sidebar (owner-only link).
2. Click Invite member.
3. Enter the person's email.
4. Pick a role (see below) — you can change it later.
5. Click Send invitation.

They receive a magic-link email. Clicking the link creates their account automatically — no password to remember.

System roles

Four roles ship by default. They're the right choice 80% of the time.

• Owner — you. Full access to everything, including billing and account deletion. Only one per workspace.
• Admin — everything except billing and account deletion. Good for co-founders or senior hires.
• Member — view and edit across all data tabs. Good for default team access.
• Viewer — read-only across all data tabs. Good for investors or observers.

Custom roles

For agencies, bookkeepers, and specialists who shouldn't see everything, create a custom role with per-tab access.

1. On the Team page, click Custom roles.
2. Click New role and give it a name (e.g. “Accountant”, “Agency Partner”).
3. For each of the 11 tabs, pick Editor, Viewer, or leave off (no access).
4. Save the role.
5. Back on the members list, assign the role to a teammate via the dropdown.

What members see when they sign in

The sidebar only shows tabs they have access to. If they land directly on a page they shouldn't see (via a bookmark), they're redirected to their Dashboard. Every action they take is stamped to the Audit log with their name.

When role changes take effect

Changes to custom role permissions take effect on the member's next sign-in or session refresh (usually within an hour). For immediate effect, ask them to sign out and back in.

Managing invitations

• Pending invitations are shown below the active members list.
• Revoke a pending invite by clicking the trash icon — the magic link becomes invalid.
• Change a member's role at any time via the dropdown.
• Remove a member via the trash icon — their access is revoked immediately.

FAQs