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active arrowHow Billing Works
active arrowHow to Add Team Members in Popupsmart?
active arrowHow to Upgrade Your Current Popupsmart Subscription Plan
active arrowHow to Cancel Your Subscription with Popupsmart
active arrowHow to Get an Invoice for Your Popupsmart Subscription
active arrowWhat is Popupsmart’s Agency Plan?

How to Add Team Members in Popupsmart?

Do you need to give your teammates access to your Popupsmart account?

Add them as team members, so they can use your account without needing your credentials.

1. Log in to your Popupsmart dashboard and click "Account" from the bottom left corner, then click "Team members".

Popupsmart dashboard team members

2. Click "Add teammate".

3. Enter the email address you want to grant access to, and click “Next”.

Popupsmart dashboard add teammate

4. Adjust the “Access Options” by toggling on the “Campaign Access” or “Full Access” buttons. Then, click “Send Invitation”.

Invitation recipients will create a password for their team members and be able to log in with their own email and password if they don’t already have a Popupsmart account.

Close the success window by clicking “Okay”.

5. You can manage the permissions of the team member you have added or delete teammates anytime by clicking the arrow on the right.

Popupsmart dashboard manage the permissions of the team member

‍6. Team members can switch between accounts and see their teammates’ campaigns by clicking on the dropdown menu from their accounts.

teammates switch button

✅ Note: Team members can use features such as creating new popup campaigns and tracking them like the main account holder, but they don’t have access to certain account settings, such as updating your billing information, changing your price plan, or downloading invoices.

Important Update on Team Members Limits

Date of Change: November 1, 2024

As of today, we’ve updated the team member limits based on each plan. This adjustment allows us to offer more tailored features at each subscription level.

Plan Sub-Accounts Allowed
Free 0
Basic 1
Advanced 2
Professional 2
Expert 4

What You Need to Know:

  • Existing Team Members: Any existing team members beyond these new limits will not be affected. For example, if you're on the Professional Plan and had previously added 8 team members before the update, removing one of these team members will not allow you to add another one in its place.
  • Adding New Team Members: However, if your current team members exceed the new limit for your plan, you will not be able to add additional team members until you upgrade to a higher plan.

This change will enable us to enhance our service offerings and improve functionality across all account types.

Do you have additional questions about team members? Contact us.