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Team Collaboration

team-collaboration

Work together with your team, assign roles, review content, and manage approvals before publishing.

Why Team Collaboration?

Invite team members, clients, or freelancers to collaborate on content. Assign roles to control what each person can do, and set up approval workflows to review content before it goes live.

5 minutes to complete

Before You Begin

  • Owner or Admin role in your team
  • Email addresses of team members to invite
  • Available team member quota in your plan
1

Navigate to Team Settings

From your dashboard, click "Settings" in the sidebar, then select the "Team Management" tab.

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2

Invite Team Members

Click "Invite Team Members". Enter the following for each person:

  • Email Address: Their work email
  • Role: Choose from Owner, Admin, Editor, or Viewer
  • Project: Assign them to a specific project (optional)

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Note

Note: You can invite multiple people at once. Click "Add another team member" to add more rows to the invitation form.
3

Understanding Team Roles

Each role has different permissions:

Owner (Full Control)

  • Manage billing and subscription
  • Delete team or organization
  • Invite or remove any team member
  • Change any team member's role (only Owners can do this)
  • Full access to all lead generation features (domains, email setup, search, CRM, workflows)

Admin (Team Manager)

  • Invite and remove team members (Editors and Viewers)
  • Create and manage projects
  • Configure sending domains and email setup for lead generation
  • Cannot change team member roles (Owner only)
  • Cannot access billing or delete the organization

Editor (Content & Leads)

  • Full access to lead generation: search, CRM, lists, segments, workflows, brand assets
  • Cannot configure domains or email setup (Admin or Owner only)
  • Cannot invite, remove, or change roles—can view the team list but not manage members

Pro Tip

Pro Tip: For anyone who needs to view or work with leads, assign Editor or above. Viewer has no lead generation access.
4

Assign Members to Projects

When inviting, you can assign team members to specific projects. They'll only see content for projects they're assigned to.

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This is useful for agencies managing multiple clients - each team member sees only their assigned projects.

5

Send Invitations

Click "Send Invitations". Each person receives an email with:

  • Invitation link to join your team
  • Their assigned role
  • Your team name
  • Who invited them

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Note

Note: If the person already has a fivebucks.ai account, they're added immediately and notified by email. If they're new, they'll need to create an account first.

What can Owner, Admin, and Editor do differently in Lead Generation?

Owner

  • Full access to all lead gen: domains, email setup, lead search, CRM, lists, segments, workflows, brand assets
  • Only role that can change team member roles and access billing

Admin

  • Full lead gen access including configuring domains and email setup
  • Can invite and remove team members; cannot change roles (Owner only) or access billing

Editor

  • Full operational access: lead search, CRM, lists, segments, workflows, brand assets
  • Cannot configure domains or email setup (Admin or Owner only)
  • Cannot invite, remove, or change roles—can view the team list only

What's Next?

→Create Projects for Clients→Set Up Publishing Platforms→Generate Content for Review