Managing team members

As an owner or admin, you add colleagues to your agency, give them the right role, and remove them when they leave.

Before you start

You have the Owner or Admin role. Only they see the Team tab in Settings.
Your colleague already has a Proppeteer account that is not assigned to an agency. You can’t create new accounts here.

Add a colleague

At the bottom of the menu on the left, click your name. You land in Settings.
Open the Team tab.
Under Add by email, enter your colleague’s email address, for example [email protected].
Click Add member.

The result: your colleague appears in the list with the Agent role.

Proppeteer does not send an invitation email. Let your colleague know they can sign in with their own email address and password. See Signing in and your profile.

Change a role

Find your colleague in the list on the Team tab.
Pick a different role in the dropdown next to their name.

The change is saved right away. It can take a moment to apply. Your colleague may need to refresh the page or sign in again.

Role	What that person can do
Owner	Everything in the CRM, plus Agency, Team, Recommendations and connecting Integrations
Admin	The same as an owner
Agent	Everything in the CRM, plus their own Profile. Sees Integrations but can’t connect them

Remove a colleague

Click Remove next to your colleague’s name.
Confirm with Remove in the Remove team member? dialog.

The result: your colleague no longer has access to your agency. Their account stays, so you can add them again later.

Good to know

You can’t remove yourself. That’s why there is no Remove button next to your own name.
An agency always keeps at least one owner. You can’t remove the last owner or give them another role.
Do you see No Proppeteer user found for this email? Check the email address. If it is correct, your colleague doesn’t have an account yet.
Do you get a message that the user is already assigned? Then your colleague already belongs to an agency and you can’t add them.