Inviting team members to your account

Inviting Team Members to Your Account

TubeAnalytics supports team collaboration with role-based access control. Here's how to invite and manage team members.

Understanding Roles

TubeAnalytics offers three user roles:

Admin

• Full access to all features
• Can add/remove team members
• Can change subscription
• Can delete the account
• Billing access

Editor

• Can view all analytics
• Can create and edit reports
• Can export data
• Cannot change subscription
• Cannot invite/remove members

Viewer

• Can view dashboards and reports
• Cannot create or edit
• Cannot export data
• Read-only access

Inviting Team Members

Step 1: Access Team Settings

Click your profile icon in the top right, select 'Team' or 'Team Members' from the menu, then click 'Invite Team Member.'

Step 2: Enter Details

• Email address: Their professional email
• Role: Choose appropriate access level
• Channel access: If you have multiple channels, select which ones they can see

Step 3: Send Invitation

Click 'Send Invitation.' They'll receive an email with a link to join your team, their assigned role, and instructions to create an account.

Managing Existing Members

Change roles

Find the team member in the list, click their current role, and select new role from dropdown.

Modify channel access

Click on the member's name, toggle channels on/off, changes take effect immediately.

Remove members

Click the three dots next to their name, select 'Remove from team,' and confirm removal. They'll lose access immediately. You can re-invite them anytime.

Plan Limits

Starter: 1 (you only), Pro: Up to 3, Agency: Unlimited.

Best Practices

• Use role-based access: Give editors access to data, viewers access to dashboards only
• Regular audits: Review team members quarterly
• Use email domains: Invite corporate emails, not personal Gmail accounts
• Document access: Keep a record of who has what access