How to Invite and Manage Team Members in GLocal

To collaborate with your team inside GLocal, you can invite users, assign roles, and control access to your workspaces.

This allows you to manage multiple businesses efficiently while giving each team member the right level of access.

1. Open Team Members

To access the Team Members section:

• Click on your account name (top right corner)
• Select Team Members from the dropdown menu

2. Click “Invite Member”

• Click the Invite Member button (top right)
• This will open the form to add a new teammate

ℹ️ Team Member Limits (Based on Your Plan)

The number of team members you can invite depends on your GLocal subscription plan:

• Starter → 1 user
• Professional → 3 users
• Business → 5 users
• Agency → 10 users

👉 If the limit is reached, you can upgrade your plan to add more team members if needed.

3. Add Team Member Details

Fill in the required information:

• Email Address (required)
• Full Name (optional)

Role:

• Member → Limited access
• Admin → Full access to all workspaces

👉 If you select Member, additional options will appear:

• Assign to Workspace (Optional)
• Choose a specific workspace
• Or leave it unassigned and assign later

💡 If you don’t have workspaces yet, you can assign the member later.

⚠️ Important: Existing Account Limitation

If the email address already has a GLocal account, you cannot invite it as a team member.

You will see an error message: An account with this email already exists. Please use a different email address.

4. Invitation Email

The invited user will receive an email containing:

• Name
• Email
• Assigned Role
• Accept Invitation button
• Option to copy and open the link manually

5. Accept Invitation & Set Password

After clicking Accept Invitation:

• The user will be asked to set a password
• Click Reset Password

6. What Happens After Login

Admin Users

• Are redirected to the GLocal dashboard
• Have full access to all workspaces
• Can manage businesses, team members, and settings
• Do not have access to Subscription & Billing

Member Users

If the member was assigned to a workspace:

• They will be redirected to the dashboard
• Will only see data from assigned workspaces

If the member was NOT assigned to any workspace:

• They will see a message like: You are not assigned to any workspace
• They will not have access to features or data

In this case, an Owner or Admin must assign the member to a workspace.

7. Manage Team Members

In the Team Members section, you can manage all users and their access.

• Once a user accepts the invitation, their status becomes active
• You can change roles at any time (Admin ↔ Member)
• Removing a user will instantly revoke their access

How to Assign a Team Member to a Workspace in GLocal

If a Member does not have access, you need to assign them to a workspace.

1. Create a Workspace

If you don’t have a workspace yet, follow this guide: How to Manage Workspaces in GLocal

2. Open Manage Workspaces

• Click your account name (top right)
• Select Manage Workspaces

3. Select Workspace & Add Member

• Select the workspace where you want to add the member
• Click the members icon
• Choose a team member from the list
• Click Assign

👉 You can repeat this process to add the same member to multiple workspaces

4. After Assigning

Once assigned, you will see:

• Member email
• Join date
• Role
• Status

You can also:

• Add more members
• Remove members from the workspace
• You can assign the same user to multiple workspaces

5. Member Access to Workspace

After assigning a member to a workspace:

• The member can see all businesses inside that workspace
• Can switch between businesses from the top dropdown
• Has access to work with those businesses using GLocal features

This includes:

• Reviews management
• Review requests
• Post scheduler
• Analytics & insights
• GBP Audit

👉 Access is limited only to the workspaces assigned to that member

✅ You’re All Set

You now know how to:

• Invite team members to GLocal
• Assign roles (Admin or Member)
• Manage access and permissions
• Assign members to workspaces
• Control which businesses each user can access

With your team properly set up, you can collaborate efficiently, manage multiple businesses, and keep everything organized inside GLocal.

You’re ready to start working with your team!

Updated on: 23/03/2026