How can I invite and manage my team on the Friendbuy platform?

Samantha Brown Updated by Samantha Brown

Overview

This article covers how to invite teammates to your Friendbuy account, what each role can access, and how to change a teammate's role yourself.

To invite teammates or change roles, you need the Admin role.
How to invite team members to the Friendbuy platform
  1. Navigate to Settings
  2. Click Team
  3. Click Invite
  4. Select a Role for your team member
  5. Enter their Email Address and click Invite User

New teammates must activate their Friendbuy account from the email they receive before they can join your team. Until then, they show as User account not created on the Team page.

To resend their invite, click the arrow icon in the Actions column.

What access does each role have?

Role-based access controls and permissions are set up by default for the following roles. Choose the role with the least access your teammate needs.

Role

Has Access to:

Admin

Analytics, Referral, Loyalty, Influencer, Reward Store, Emails, Themes, Code Banks, Files, Customer Service, Developer Center, Settings

Analytics

Referral, Loyalty, Influencer and Wallet Pass Analytics

Developer

Referral, Emails, Themes, Files, Developer Center, Settings

Marketer

Everything in the Admin role accept for Loyalty and Emails

Designer

Referral, Emails, Themes, Files

Operations Manager

Loyalty, Analytics, Code Banks (coupons)

Customer Service

Customer Service

Store Associate

Customer Service

How to change a team member's role
  1. Navigate to Settings
  2. Click Team
  3. Find the team member and click the pencil icon in the Actions column. The Change role window opens with their email at the top.
  4. Select a new Role from the dropdown
  5. Click Save

The Save button stays grayed out until you select a role different from the current one. To exit without changes, click Cancel or the X.

Good to know
  • Changes apply at next login. If the teammate is logged in when you save, they keep their old access until they log out and back in. Ask them to do that if the change needs to be immediate.
  • One role per person. Each teammate has a single role. Choose the one that covers everything they need.
  • Pending invites can be updated too. Teammates marked User account not created haven't activated their Friendbuy account yet. You can still change their role, and it applies once they activate and log in.
  • No need to remove and re-add people. Changing a role keeps the person on your team. Only use the trash icon if they should lose access to Friendbuy entirely.
FAQ

I don't see the pencil icon. Why? Only Admins can change roles. Ask an Admin on your team to update your access or theirs.

I changed someone's role, but they still see the old access. They need to log out and log back in. Role changes take effect at their next login.

Can I give someone Analytics plus another area, like Customer Service? Not yet. Today each person has one role. If someone needs access across several areas, pick the role that covers all of them.

Do I still need to contact Friendbuy Support to change roles? No. Admins can now make role changes directly. Reach out to your Customer Success Manager if you have questions about which role fits.

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