Get Started

Team Management

How to add team members and assign their roles in SuperFunnel.

Overview

Add team members to your Account so they can help build pages, quizzes, and manage campaigns. Granting the right access early ensures collaborators can contribute without blocking progress.

You can view and manage team members in Settings > Profile & Team > Members.

Confirm email spelling

Email address is not editable. To change a user's email, delete and re-add the member.

What this guide covers

Member and Admin Roles

Every team member is either a Member or an Admin. Both roles can do everything else in SuperFunnel, so the difference comes down to what only Admins can do:

  • Manage team members — add, edit, and remove.
  • Manage Connectors — install, uninstall, connect, edit, and test.
  • Manage API keys — create and revoke.
  • Edit integrations and webhooks.
  • Manage reports — create or edit the default report, and delete anyone's report.
  • Always see financial data — Members only see it when they have the View Financial Data permission.

Step-by-Step Guide to Adding a team member

Navigate to Members

Navigate to Settings > Profile & Team > Members You will see the list of current team members.

Navigate To Members Section

Add Member

Click + Add Member
A form will appear.

Initiate Adding New Member

Enter Member Details

Enter Name and Email Address. Select Member Role. Toggle View Financial Data option.

  3.a. Role may be "Member" or "Admin". See Member and Admin Roles for the difference.

Enter Member Email Address

Confirm

Click Add The new member will receive an invitation email.

Confirm Adding Member

Step-by-Step Guide to Editing or Removing a team member

Use the same first three navigation steps to reach your member list, then remove the selected user.

Navigate to Members

Click Settings > Profile & Team > Members

Navigate To Members Section

Open Options

To the right of the relevant team member, click ⋮
A menu will appear with options to edit or remove the team member.

Navigate To Members Section

Edit or Remove

Click Edit or Remove.

This can't be undone

Summary

You have successfully invited and managed team members in SuperFunnel, ensuring the right collaborators have access to build pages and manage campaigns. Next up, add your domain.