Invite your team

Bring your colleagues into your ReportFalcon workspace so they can work on clients and reports with you. Everyone on the team can see and edit all of your agency's clients and reports. Each person signs in with their own email.

Owners and members

There are two roles:

• Member: clients and reports. Members can add and edit clients, build and share reports, and run site audits.
• Owner: everything a member can do, plus managing the team and branding. Only owners see the Branding page and the invite and role buttons on the Team page.

The person who created the account is an owner. Every agency always keeps at least one owner.

Invite someone

1. Open the Team page. Click Team in the sidebar.
2. Enter their email. Under Invite someone, type their work email.
3. Choose a role. Pick Member: clients and reports or Owner: also team and branding.
4. Click Create invite link. We email them a join link. The link also appears under Open links, where you can click Copy link and send it yourself.

The invite link works once and expires after 7 days. When your colleague opens it, they enter their name and a password (at least 10 characters) and click Join the team. If Google sign-in is available, they can click Join with Google instead, using the Google account for the invited address.

Pending invites

Invites that haven't been used yet are listed under Open links, with the date each one expires.

• Click Copy link to send the link again by any channel you like.
• Click Cancel to stop a link from working, for example if you sent it to the wrong address.

Change someone's role

In the team list, click Make owner next to a member, or Make member next to an owner. The change applies straight away.

If you're the only owner, you can't make yourself a member. Make someone else an owner first.

Remove someone

Click Remove next to the person and confirm. They can no longer sign in. Your clients, reports and shared links stay as they are.

To leave the agency yourself, click Leave on your own row. The last owner can't leave or be removed.

Help a team member who forgot their password

Team members can reset their own password from the sign-in page with Forgot your password?. As an owner, you can also send them a link:

1. Click Reset link. It's next to their name in the team list.
2. Send it. We email them a link to set a new password. It also appears under Open links with a Password reset tag, so you can copy it.

Like invites, the link works once and expires after 7 days.