The Team Members page is where you manage everyone on your BuddyX account — who they are, what role they have, and which creators they can work on.

Inviting a New Team Member

• Create a Role first – Before inviting, make sure you’ve already set up a role (like Chatter, Manager, or Accounting).

• On the top right, you will see the button “Invite User”, click on it – You’ll see a popup form like this:

• Fill in the details:

  • Name & Email → Each email can only be linked to one BuddyX account.
  • Role → Pick the role you want to assign.
  • Access to Creators → Decide if they should have access to:
    • All linked creators on your license, or
    • Only specific creators (select from the dropdown).

• Send the Invite – They’ll get an email to join your team.

⚠️ Note: If you see the error “This email is already registered on BuddyX,” the team member will need to give you a new email address.

Managing Team Members

On the Team Members table, you’ll see:

• Name & Email
• Role Assigned
• Status (Active or Inactive)
• 3 dots as the last option.

Use the three dots menu to:

• Edit → Change their role or details.
• Deactivate → Temporarily remove access without deleting them.

How to reactivate a team members account?

By default, only Active members show in the table. To see deactivated accounts, click the filter icon (next to the Settings button) above the table and type ‘inactive’. The list of all team members will show up.