Managing Your Team

Team Collaboration in AdFlex

AdFlex's team features allow you to collaborate with colleagues, share resources, and manage permissions efficiently. Whether you're a small agency or a growing marketing team, team management helps you work together seamlessly.

Team Member Limits by Plan

The number of team members you can have depends on your subscription:

• Free Plan: 1 user (account owner only)
• Pro Plan: 1 additional team member (2 total)
• Premium Team Plan: 7 team members total

Inviting Team Members

Step-by-Step Guide

1. Go to Account > My Team
2. Click the "Invite People" button
3. Enter the email address of the person you want to invite
4. Click "Send Invitation"

The invited person will receive an email with a link to join your team. They'll need to create an AdFlex account (or log in if they already have one) to accept the invitation.

Invitation Status

You can track the status of your invitations in the Invitations section:

• Pending: Invitation sent but not yet accepted
• Accepted: Team member has joined and is now active

Understanding Team Roles

AdFlex uses roles to control what team members can do:

Available Roles

• Owner (Admin): Full access to all features, including billing, team management, and all business settings. This is the account creator.
• Member: Can access and create designs, use AI features, and collaborate on projects within assigned businesses. Cannot access billing or invite new members.

Role Permissions

Here's what each role can do:

Managing Your Team

Viewing Team Members

The My Team page shows two sections:

• Invitations: Pending invitations with email, role, and status
• My Team: Active team members with their name, email, and role

Removing Team Members

To remove a team member:

1. Go to Account > My Team
2. Find the team member you want to remove
3. Click the remove or options button
4. Confirm the removal

Removed members lose access immediately but their work remains in the account.

Team and Business Profiles

Team members are invited to specific Business Profiles. This means:

• Each business can have its own team
• Team members only see assets and designs for businesses they're assigned to
• You can have different team members for different clients or brands

This is especially useful for agencies managing multiple clients.

Credit Sharing

Credits are shared across the entire account:

• All team members use credits from the same pool
• The account owner can monitor total credit usage
• Individual usage tracking is available in Account > Credits

Tip: Set guidelines with your team about credit usage to avoid running out mid-month.

Best Practices for Team Management

• Invite thoughtfully: Only add team members who need access
• Use business profiles: Organize work by client or brand for better collaboration
• Communicate credit limits: Let team members know the monthly credit budget
• Review access regularly: Remove team members who no longer need access
• Train new members: Help new team members understand the platform and your workflows

Common Issues

Team member didn't receive the invitation

If the invitation email wasn't received:

• Ask them to check spam/junk folders
• Verify the email address is correct
• Try sending the invitation again
• Contact support if the issue persists

I've reached my team member limit

If you can't invite more members, you've reached your plan's limit. Upgrade to a higher plan to add more team members:

• Pro Plan: 2 total members
• Premium Team Plan: 7 total members

A team member can't access certain features

Some features are restricted by role or plan. Make sure:

• The member has the appropriate role
• Your plan includes the feature they're trying to access
• They're assigned to the correct business profile

How do I transfer ownership?

Account ownership cannot be transferred through the interface. Contact support if you need to transfer account ownership to another person.

Team Collaboration Tips

• Use consistent naming conventions for designs and assets
• Establish Brandbook settings before team members start creating
• Create templates that team members can customize
• Schedule regular check-ins to align on brand standards
• Use comments and feedback features when available