Invite and manage your team

Team management lets you share responsibilities without giving everyone the same permissions.

Invite a collaborator

Open Settings → Team, enter the collaborator’s email address, and choose a role offered by Plumfolio.

Understand permissions

Roles should clearly distinguish allowed actions, such as viewing information, editing content, managing payments, or administering the account.

Change or remove access

When someone changes roles or leaves the team, update their permissions. Revoke access that is no longer needed.

Tip: Give each person only the permissions they need for their work. Keep sensitive actions limited to appropriate roles.