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# GLocal | Team Members

# **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

![](https://storage.crisp.chat/users/helpdesk/website/-/7/f/2/f/7f2f2b9a81bb9000/xnip2026-03-2011-09-05_61hq53.png =200x252)

---

## **2. Click “Invite Member”**

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

![](https://storage.crisp.chat/users/helpdesk/website/-/7/f/2/f/7f2f2b9a81bb9000/xnip2026-03-2011-10-53_aas8nx.png =1024x195)

### 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.

| ![](https://storage.crisp.chat/users/helpdesk/website/-/7/f/2/f/7f2f2b9a81bb9000/xnip2026-03-2011-19-11_1h9y7od.png =500x441) | ![](https://storage.crisp.chat/users/helpdesk/website/-/7/f/2/f/7f2f2b9a81bb9000/xnip2026-03-2011-20-14_r1h56k.png =450x467) |

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## **⚠️ 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.**

![](https://storage.crisp.chat/users/helpdesk/website/-/7/f/2/f/7f2f2b9a81bb9000/xnip2026-03-2011-25-14_170q8fn.png =400x84)

---

## **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**

| ![](https://storage.crisp.chat/users/helpdesk/website/-/7/f/2/f/7f2f2b9a81bb9000/xnip2026-03-2011-29-33_59qxz7.png =500x609) | ![](https://storage.crisp.chat/users/helpdesk/website/-/7/f/2/f/7f2f2b9a81bb9000/xnip2026-03-2012-08-08_1oefdq1.png =500x612) |

---

## **5. Accept Invitation & Set Password**

After clicking **Accept Invitation**:

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

![](https://storage.crisp.chat/users/helpdesk/website/-/7/f/2/f/7f2f2b9a81bb9000/xnip2026-03-2011-32-32_14kk7bz.png =400x354)

---

## **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.**

![](https://storage.crisp.chat/users/helpdesk/website/-/7/f/2/f/7f2f2b9a81bb9000/xnip2026-03-2012-10-17_1jnfrbk.png =1024x256)
---

## **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**

![](https://storage.crisp.chat/users/helpdesk/website/-/7/f/2/f/7f2f2b9a81bb9000/xnip2026-03-2012-34-27_16mg25c.png =1024xauto)
---

# **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](http://help.wiremo.co/en/article/glocal-workspace-management-yo5hgl/?bust=1774001757816)

---

## **2. Open Manage Workspaces**

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

![](https://storage.crisp.chat/users/helpdesk/website/-/7/f/2/f/7f2f2b9a81bb9000/xnip2026-03-2309-50-28_1y64e6x.png =200x233)
---

## **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

![](https://storage.crisp.chat/users/helpdesk/website/-/7/f/2/f/7f2f2b9a81bb9000/xnip2026-03-2014-11-20_qmzc08.png =1024x439)
---

## **4. After Assigning**

Once assigned, you will see:

* **Member email**
* **Join date**
* **Role**
* **Status**

![](https://storage.crisp.chat/users/helpdesk/website/-/7/f/2/f/7f2f2b9a81bb9000/xnip2026-03-2014-14-46_1fb6b0f.png =600x351)
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

![](https://storage.crisp.chat/users/helpdesk/website/-/7/f/2/f/7f2f2b9a81bb9000/xnip2026-03-2014-45-25_jkvymz.png =1024x540)
---

## ✅ **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!