In this comprehensive guide, we'll walk you through the process of granting access to your Systeme.io workspace. Whether you're adding a virtual assistant (VA), coworker, or a third party to help with projects and automations, following these steps ensures seamless collaboration.
To start, navigate to your user profile by clicking on your profile avatar. Head to the Settings section. In the following steps, we'll detail how you can invite a new member:
example@domain.com
.Upon accepting the request, their email will be validated, indicated by a checkmark next to their email in your workspace settings.
Systeme.io offers two primary roles:
Assign roles according to the access level you're comfortable giving. For most VAs, the Assistant role usually suffices, ensuring they can assist without accessing sensitive information.
Once added, the new member can switch between their workspace and yours. This feature enables them to operate efficiently, juggling multiple workspaces if necessary.
If you ever need to revoke access:
Managing team access in Systeme.io is straightforward, ensuring smooth collaboration on business projects. Remember to assign roles judiciously, balancing data security with the necessity for assistance. If you found this guide helpful, please like, share, and subscribe for more tutorials. Thank you for reading!
Navigate to your profile, go to Settings, select Workspace Members, and invite them by entering their email.
You can assign two primary roles: Assistant (limited access) and Admin (full access).
No, Assistants cannot see the full list but can search for specific contacts or transactions using an email filter.
Go to Settings > Workspace Members. Click on the three-dot menu next to their email and select Delete.
Admins can invite other assistants and have full access to sales, contacts, transactions, and subscriptions.
By understanding these steps and roles, you can efficiently manage team access and collaboration within Systeme.io.
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