# How to invite team members to your SourceLoop workspace Invite admins and editors to your SourceLoop workspace, scope their website access, and let them set up their account from a single email link. Source: https://sourceloop.ai/help/invite-team-members/ Updated: 2026-05-28 --- SourceLoop is built for teams. The workspace owner can invite admins, who can in turn invite editors, and every member gets scoped access to whichever websites you want them to see. Invitations go out as a single email link. The invited person clicks it, sets a password if they're new to SourceLoop, and lands in the workspace logged in. No manual provisioning, no shared logins. > **Only Admins (and the Owner) can invite teammates** > Editors don't have invite permissions. The **Add Member** button is hidden for them. If you need to add someone but only have Editor access, ask an Admin or the workspace Owner to send the invitation. ## Before you start You'll need: - A **SourceLoop workspace** with **Admin** or **Owner** access (Editors can't invite, see the warning above) - The **email address** of the person you want to invite - A rough idea of their **role** (Admin or Editor) and which websites they should have access to ## Step 1: Open the Team settings 1. Sign in to [SourceLoop](https://app.sourceloop.ai/). 2. Click **Settings** in the bottom of the left sidebar. ![SourceLoop Home page with the Settings entry in the left sidebar highlighted](/help/screenshots/sourceloop-settings.webp) 3. Inside Settings, click **Team** under the **Organization** group. ![SourceLoop Settings page showing the Team section with current members and the Add Member button highlighted](/help/screenshots/sourceloop-team-page.webp) You'll see every active member, every pending invitation, and an **Add Member** button in the top-right. ## Step 2: Send the invitation 1. Click **Add Member** in the top-right. The **Invite Team Member** modal opens. ![SourceLoop Invite Team Member modal with fields for email address, role, and website access](/help/screenshots/sourceloop-invite-team-member.webp) 2. Enter the **email address** of the person you want to invite. 3. Pick a **Role**: - **Admin** — full workspace control. Can invite or remove teammates, manage billing, change integrations, and access every setting. - **Editor** — can use dashboards and edit workspace data (websites, integrations, leads, conversions) but **cannot invite teammates, change roles, or touch billing**. The Add Member button is hidden for Editor accounts. 4. Pick **Website Access**: - **All websites** — they see and can act on every website in the workspace, including ones you add later. - **Selected websites** — pick specific sites to grant access to. They won't see any other workspace site in any view. 5. Click **Send Invitation**. The new member appears in the team list with a **Pending** status, and SourceLoop emails them an invitation link from your workspace. > **Need to invite five teammates at once?** > Send each invite individually for now, the modal is one-at-a-time. Bulk invite is on the roadmap. ## Step 3: The invitee accepts and sets up The person you invited receives an email titled "You've been invited to join Shivam's Organization" (or your workspace name). What they do next depends on whether they already have a SourceLoop account. ### (1) New to SourceLoop 1. They click the link in the email. 2. They land on SourceLoop with the invitation pre-filled. 3. They set a password (or sign up with Google instead, same as the regular [sign-up flow](/help/how-to-sign-up-for-sourceloop/)). 4. They land in the workspace logged in, with the role and website access you assigned. ### (2) Already has a SourceLoop account 1. They click the link in the email. 2. They sign in to their existing SourceLoop account. 3. The new workspace appears in the workspace switcher in the top-left. 4. They switch into the workspace and start working immediately. In both cases, their status on your Team page flips from **Pending** to **Active** the moment they accept. > **Invitation links expire after 7 days** > If the recipient doesn't click within a week, the link stops working. Just resend the invitation from the Team page, the previous pending invite gets replaced. ## Managing the team after invites The Team page is the home for everything ongoing: - **Edit a role** — click the edit icon on a member row to switch them between Admin and Editor. - **Change website access** — same edit icon, modify the All / Selected websites selection. - **Remove a member** — trash icon. Their access is revoked on next page load. Historical attribution stays intact. - **Cancel a pending invite** — trash icon on the pending row before they accept. - **Resend an invite** — cancel the pending invite, then send a fresh one from Add Member. Once your team is in, head back to [installing the tracking pixel](/help/install-the-tracking-pixel/) (if you haven't already) so everyone can start seeing real data. ## Frequently Asked Questions ### Can an Editor invite teammates? No. Only Admins and the Owner can invite, remove, or change roles. Editors don't see the Add Member button at all. If an Editor needs someone added, an Admin (or the Owner) has to send the invitation. ### What's the difference between Admin and Editor? Admins can manage the whole workspace, invite or remove team members, change roles, update billing, and access every setting. Editors can use the dashboards and edit workspace data (websites, integrations, leads) but can't manage team or billing. The workspace **Owner** is the original sign-up account and has full Admin permissions plus owner-only abilities like transferring the workspace. ### Can I invite the same person to two different workspaces? Yes. Invitations are scoped per workspace, so the same email can be a member of multiple workspaces with different roles in each. After accepting both invites, the user switches between workspaces from the top-left switcher. ### The invited person never received the email. What now? Ask them to check spam. SourceLoop sends from a transactional domain, but corporate spam filters sometimes catch it. If it's not in spam, re-send the invitation from the Team page (Cancel the pending invite and click Add Member again with the same email). You can also share the invitation link directly from the pending-invite row. ### Can I limit which websites a teammate can see? Yes. In the Add Member modal, pick **Selected websites** instead of **All websites** and check the boxes for the sites they should have access to. They won't see other workspace websites in any view, including the dashboards. ### How do I change someone's role after they've joined? On the Team page, click the edit icon next to the member and switch their role between Admin and Editor. The change takes effect immediately. ### How do I remove a team member? On the Team page, click the trash icon next to the member. They're removed from the workspace immediately and lose access on their next page load. Their historical activity (changes they made, leads they touched) stays attributed to them, just marked as a removed user.