How to Invite Team Members to Your Account
Invite team members to your Local Business Pro account with appropriate roles and permissions.
Quick Answer: Go to Account > Team, click Invite Team Member, enter their email and name, select their role (Admin, Editor, or Viewer), and send the invitation.
Inviting a Team Member
- Navigate to Account > Team
- Click the Invite Team Member button
- Enter their email address
- Enter their first and last name
- Select their role:
- - Admin - Full access, can manage team
- - Editor - Can create and modify content
- - Viewer - Read-only access
- Click Send Invite
- They receive an email with setup instructions
Choosing the Right Role
- Admin - Office managers, partners, trusted employees
- Editor - Technicians, salespeople, daily users
- Viewer - Crew leads who just need to see schedules
Frequently Asked Questions
Q: How many team members can I add?
A: This depends on your plan. Check your subscription details for team member limits.
Q: Can I change someone's role later?
A: Yes, you can update roles anytime from the team member's detail page.
Bizzy Can Do This For You
Instead of doing this manually, just tell Bizzy:
"Help me invite a team member"Or navigate to: Account > Team
Tags:
Was this article helpful?
Related Articles
Team Member Not Receiving Invite Email - How to Fix
Fix issues when team members don't receive their Local Business Pro invitation email to join your account.
Step-by-Step: Changing a Team Member's Role
Change team member roles in Local Business Pro to adjust permissions when responsibilities change.
How to Remove a Team Member from Your Account
Remove team members from Local Business Pro when they leave your company or no longer need access.
Last updated: February 1, 2025