Invite team members

The Automattic for Agencies portal supports two roles: Agency Owner and Team Member. The account used to register for Automattic for Agencies is the Agency Owner. Additional users you invite are Team Members, who have limited access to destructive actions.

In this guide, you will learn how to invite a team member to your agency portal.

To invite a team member to your Automattic for Agencies portal, follow these steps:

1. Go to Automattic for Agencies portal → Team.
2. Click the “Invite a Team Member” button.
3. Enter the team member’s email address or WordPress.com username. If the team member does not have a WordPress.com account, they will be prompted to create one.
4. Click the “Send Invite” button.

After sending the invite, the team member appears in your team list with a default image, the label “Team Member,” and an “Invite pending” notice.

The team member will receive an email with instructions on accepting the invite. Once they accept, you will receive an email notification with a link to manage the team member. The team dashboard updates with information from the team member’s Gravatar.

Once invited, the team member receives an email notification with a link to join the agency. They will be invited to sign in with an existing WordPress.com account or to create a new one if they do not have one.

To leave an existing agency:

1. Go to Automattic for Agencies Dashboard → Team.
2. Click the three-dot menu next to your name.
3. Select “Delete User”.

After leaving, click the “Accept Invite” button in the email from the new agency.