Invite team members with specific roles so each person gets exactly the access they need — nothing more, nothing less.
- Team features are available on the Pro plan ($19/mo) and above — invite members from Dashboard → Team.
- Four assignable roles: Admin, Editor, Viewer, and Billing — each with a distinct permission scope.
- You can change a member's role at any time without removing and re-inviting them.
Managing a UniLink account alone works fine when you are a solo creator, but the moment you bring in a social media manager, a designer, or a client stakeholder, you need a way to give them access without handing over your master credentials. UniLink's team roles system solves this by letting you invite people with precisely scoped permissions. An Editor can update page content without accidentally modifying your billing settings, and a Viewer can review analytics without being able to publish or delete anything.
What Team Roles Does
Team roles define what actions each member of your UniLink account can perform. Rather than sharing a single login — which creates accountability problems and security risks — each team member gets their own login tied to a role. When they log in at app.unilink.us, they see only the sections and controls their role permits. Everything else is hidden or locked.
Roles are enforced at the API level, not just in the UI. This means someone with an Editor role cannot use the API to make billing changes, even if they find the endpoint. UniLink validates permissions on every request server-side. This is important for agencies: if a contractor's credentials are compromised, the attacker can only do what that contractor's role allowed.
Roles can be assigned per account, and for Agency plan users, they can be scoped per client sub-account. This means a team member can be an Admin on one client's account and a Viewer on another. The team structure scales from a two-person solo operation all the way up to an agency with dozens of collaborators across hundreds of client pages.
How to Get Started
- Confirm your plan. Team features require the Pro plan ($19/mo) or higher. Go to
app.unilink.us→ Account → Billing to verify your current plan. Free and Starter plans do not include team member invitations. - Navigate to the Team section. In the Dashboard sidebar, click Team. This opens the team management panel, which lists all current members, their roles, and their invitation status.
- Click Invite Member. A dialog appears with fields for the invitee's email address and a role selector. Enter the team member's email — they must have or create a UniLink account to accept the invitation.
- Assign a role. From the role dropdown, choose Admin, Editor, Viewer, or Billing based on what the person needs to do. Read the role descriptions in the dialog before confirming — it is easier to start with less access and upgrade later than to discover someone made unintended changes.
- Send the invite. Click Send Invitation. The invitee receives an email with a link to accept. Once they accept, they appear as Active in your Team list and can log in with their assigned role immediately.
How to Use Team Roles
- Change a member's role. In Dashboard → Team, find the member in the list and click the role badge next to their name. A dropdown appears with all available roles. Select the new role and confirm. The change takes effect on their next page load — no need to re-invite.
- Assign the Editor role to content collaborators. Editors can create, update, and unpublish pages and blocks. Assign this role to social media managers, copywriters, or designers who need to update page content but should not touch account settings, integrations, or billing.
- Use the Viewer role for stakeholder review. Clients or managers who only need to monitor page performance and review published content should get the Viewer role. They can see analytics and browse pages but cannot make any changes.
- Assign the Billing role to financial contacts. If someone in your organization handles invoices and payment methods but should not touch pages or settings, assign them the Billing role. They can update payment details and download invoices without seeing content operations.
- Audit your team list regularly. In Dashboard → Team, review the member list every quarter. Remove members who no longer need access, especially freelancers or contractors whose projects are complete. Each active member with a login is a potential access point.
Key Settings
| Setting | What It Does | Recommended |
|---|---|---|
| Role assignment on invite | Sets the initial permission level for the new team member | Start with the least-privileged role that covers the person's job; upgrade as needed |
| Role change (post-invite) | Updates a member's permissions without requiring a new invitation | Use this when someone's responsibilities change rather than removing and re-inviting |
| Per-account scoping (Agency) | Assigns a member different roles on different client sub-accounts | Use for agencies where contractors work on a subset of clients |
| Invitation expiry | Pending invitations expire after 7 days if not accepted | Resend the invite if the member reports not receiving the email or missing the deadline |
| Access revocation | Removes a member's access immediately when triggered | Revoke access as soon as a contractor or employee relationship ends |
Get the Most Out Of Team Roles
The most common mistake when setting up team roles is over-provisioning. It feels generous to give a contractor Admin access "just in case," but Admin can modify account settings, integrations, and delete pages. If the contractor only needs to update a few blocks, they need Editor, not Admin. Apply the principle of least privilege consistently — every member should have the minimum access that allows them to do their job without asking for help constantly.
For agencies on the Agency plan, the per-account scoping feature enables a clean structure where each client's account is fully isolated. A client's in-house team member can be invited as an Editor on their own account without seeing any other client's data. Meanwhile, your agency's account manager can hold Admin access across all client accounts from a single login. This structure is far easier to audit and offboard from than a system where everyone shares access via a single set of credentials.
Use the Billing role strategically. Many businesses have a financial controller or accountant who needs to download invoices but should not be able to modify pages or settings. The Billing role is specifically designed for this person. Assigning them Admin because "it's easier" creates unnecessary risk — a billing-focused login compromised by a phishing attack should not be able to delete all your client pages.
When a team member's role needs to be temporarily elevated — for example, an Editor who needs Admin access for a one-time migration — change their role, complete the task together, then downgrade them again immediately. Do not leave temporary role elevations in place. A recurring quarterly audit of your Team list, combined with a habit of revoking access at the end of each project, keeps your account's security posture clean over time.
Troubleshooting
| Problem | Cause | Fix |
|---|---|---|
| Team option is not visible in the sidebar | Account is on the Free or Starter plan, which does not include team features | Upgrade to Pro ($19/mo) or higher at Account → Billing |
| Invited member did not receive the invitation email | Email went to spam, or the invitation expired after 7 days | Ask the invitee to check their spam folder, then resend from Dashboard → Team → Resend Invite |
| Member can see features their role should not allow | Role was changed but the member is still in an active session with cached permissions | Ask the member to log out and log back in — permissions refresh on new sessions |
| Cannot change a member's role — role selector is greyed out | You do not have Owner or Admin access on the account | Only the account Owner and Admins can change member roles — contact your account Owner |
- Prevents accidental changes by scoping each member to only what they need
- Roles are enforced server-side, not just in the UI — secure against API abuse
- Role changes take effect immediately without requiring a new invitation
- Agency-plan per-account scoping enables clean isolation between client accounts
- Team features require at least the Pro plan — not available on Free or Starter
- Only four role types — no custom role creation for highly specific permission needs
- Invitations expire after 7 days, requiring a resend if the member misses the window
What is the minimum plan to invite team members?
Team member invitations require the Pro plan ($19/mo). Free and Starter plan accounts can only have a single user. Upgrade at Account → Billing to unlock team features.
Can I have multiple Admins on one account?
Yes. You can assign the Admin role to multiple team members. Each Admin has full access to account settings, pages, and team management. Only the account Owner role is singular and cannot be assigned to additional members.
What happens to a member's content if I change their role?
Content they created — pages, blocks, products — remains intact when their role changes. Changing a role only affects what they can do going forward, not what they have already created.
Can a team member invite other people?
Only Admins and Owners can invite new team members. Editors, Viewers, and Billing-role members cannot access the Team management panel and cannot send invitations.
Can I assign different roles to the same person on different pages?
Per-page role scoping is available on the Agency plan. On Pro and Business plans, roles apply at the account level — a member has the same role across all pages in the account.
- Team roles are available from the Pro plan and configured in Dashboard → Team → Invite Member.
- The four assignable roles are Admin, Editor, Viewer, and Billing — each maps to a distinct set of permissions.
- Always apply the principle of least privilege: give members the minimum role that covers their responsibilities.
- Role changes take effect immediately and do not require removing and re-inviting the member.
- Audit your Team list quarterly and revoke access as soon as a working relationship ends.
Ready to collaborate without compromising security? Set up team roles on your UniLink account today at app.unilink.us.