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Your team

Owner & managers

Roles, permissions, and inviting new members of your team.

Official documentationVerified · 4 September 2026
Team management in the agency portal
The owner keeps sensitive controls while managers handle day-to-day work.

Two team roles

Owner — the account controlling the agency. The owner manages billing, portal settings, and manager invitations.

Manager — a member handling day-to-day work. A manager can follow the creator roster, nudge an activation, and work on cases available to the team. They cannot take over controls reserved for the owner.

Add a manager

  1. Sign in with the owner account.
  2. Open the team settings.
  3. Enter the member’s email address and send the invitation.
  4. The recipient uses the passwordless access flow sent by CRD.

Managers do not consume a creator slot. If an invitation is no longer appropriate, the owner can manage its state from the same section.

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