Manage team members

After a team member accepts your invitation, you can manage their access to the Automattic for Agencies portal and to individual client sites.

In this guide, you will learn how to grant team members access to client sites and how to remove team members from your agency.

Team Members have the same permissions as the Agency Owner, except they cannot:

• Delete sites from the dashboard.
• Remove payment methods.
• Cancel or revoke licenses and plans.
• Remove other users.
• Assign licenses for WooCommerce extensions or Jetpack plugins to a site unless the Agency Owner is also an administrator and a connected Jetpack user on that site.

The Team Member role applies to the Automattic for Agencies dashboard only. Accepting a dashboard invitation does not grant a team member direct access to client sites or dashboard tools like backups, even if those sites appear on the Sites Dashboard.

To work on client sites, team members must be added to each site as a user with the Administrator role.

⚠️ Before following the steps below, confirm the team member has accepted your invitation to the Automattic for Agencies dashboard.

To add a team member to a WordPress.com-hosted site:

1. Navigate to wordpress.com/people/team/.
2. Click “Search…” to find the site.
3. Click “Add a team member”.
4. Select Administrator as the role and enter the team member’s email address.
5. Click “Send invitation”.

The team member now has wp-admin access to this site through the Automattic for Agencies dashboard.

For sites hosted elsewhere and connected through the Automattic for Agencies client plugin, both the Agency Owner and the team member must complete steps.

Agency Owner steps:

1. Log in as an Administrator to the connected site.
2. Navigate to Users in wp-admin at yourdomain.com/wp-admin/users.php.
3. Create a new user with the same email address the team member uses for Automattic for Agencies. Check the “Send the new user an email about their account” checkbox.

Team Member steps:

1. Open the email notification and set a password using the provided link.
2. Log in to the client site with the new username and password.
3. Go to Installed Plugins and click Automattic for Agencies Client → Settings.
4. Click “Connect this site” on the connection page.
5. If logged in to Automattic for Agencies in the same browser, click “Approve” to connect the site. Otherwise, log in to Automattic for Agencies first.

📌 Connecting a team member does not replace the Agency Owner’s connection or any other team member connections. This adds a supplemental connection for the team member.

To remove a team member from your Automattic for Agencies dashboard:

1. Go to Automattic for Agencies Dashboard → Team.
2. Click the three-dot menu at the end of the team member’s row.
3. Select the option to remove the team member.