Inviting Team Members - ClickSpot

Inviting Team Members

Add team members to your workspace to collaborate on links, share analytics, and work together effectively.

Who Can Invite Members?

Only workspace owners can invite new members. See Member Roles & Permissions for details on what owners and members can do.

Sending an Invitation

  1. Go to Members in the sidebar
  2. Click Invite Member
  3. Enter the person's email address
  4. Choose a role:
    • Member - Can create and manage links
    • Owner - Full control including managing team members and billing
  5. Click Send Invitation

The invitee receives an email with a link to join your workspace.

Pending Invitations

Track outstanding invitations on the Members page. The Pending Invitations card shows:

  • Email address of invitee
  • Role they'll receive
  • Who sent the invitation
  • Time until expiration (invitations expire after 7 days)

Canceling Invitations

To revoke a pending invitation:

  1. Find the pending invitation
  2. Click Cancel
  3. The invitation link becomes invalid

Accepting an Invitation

When someone receives an invitation:

  1. They click the link in the invitation email
  2. If they have a ClickSpot account, they log in
  3. If new to ClickSpot, they create an account
  4. They're added to the workspace with the role specified in the invitation

Managing Existing Members

Changing a Member's Role

Owners can change roles for other members:

  1. Find the member in the Team Members table
  2. Use the role dropdown to change between Owner and Member

Note: You cannot change the role of the last remaining owner.

Removing a Member

  1. Find the member in the Team Members table
  2. Click the ⋯ menu
  3. Select Remove member
  4. Confirm the removal

Removed members:

  • Lose access immediately
  • Cannot see workspace links or analytics
  • Can be re-invited if needed
  • Links they created remain in the workspace

Tips for Team Collaboration

  • Invite trusted collaborators - Members have full access to create and modify links
  • Use work emails - Work emails help identify team members
  • Clean up inactive members - Remove people who no longer need access
  • Use separate workspaces for clients - Keep different projects isolated