How to Invite, Edit, or Change Team Members

Invite team members to work with you on your calendar.
Note: Marketing Calendar Free plans are limited to only 1 user seat. Upgrade to Marketing Calendar Pro to add your entire team.

Invite Team Members

  1. Go to the Settings page.
  2. Select the Team Members tab.
  3. Select Add Team Member in the bottom left corner.
  4. Follow the prompt to add the team member’s email address.
  5. Set the team member role you want them to have.
  6. Select Invite Team Member.
Until this invite is accepted, they will appear on the Team Member page as Pending.

Manage User Roles

  1. Go to Settings.
  2. Select the Team Members tab.
  3. To edit, click on each team member and change their team role.

Delete a Team Member

  1. Go to Settings.
  2. Select the Team Members tab.
  3. Click on the team member you want to delete.
  4. Scroll down to the Danger Zone section.
  5. Click Delete Team Member from Company.
Note: Deleting a team member will remove all comments made by them inside of projects. Any tasks assigned to the deleted team member will become unassigned.

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