As your business grows, you might want to bring in help. You can invite team members and control exactly what they have access to using our Roles & Permissions system.
Step 1: Send an Invitation
Navigate to Permissions: Open your Octopus Dashboard and click on the Roles & Permissions tab.
Start the Invite: Click the blue "+ Invite member" button in the top right corner.
Enter Details: In the popup modal, enter the Email Address of the person you want to invite.
Choose a Role: Click the "Select Role" dropdown and pick the right access level for your new team member:
Instructor: Best for co-creators. They can edit digital products, courses, and manage content, but cannot see your finances or settings.
Admin: Best for managers or virtual assistants. They have full access to all features (including products and analytics) except for your sensitive settings and billing information.
Owner: Full access to everything, including settings, billing, and the ability to delete the account. (Use this role very carefully!)
Send: Click "Send Invite". You will see a green "Invite Sent" confirmation message appear at the top of your screen.
Step 2: Manage Your Team
Once an invite is sent, the user will appear in your Roles & Permissions list.
Track Status: Check the Status column to see if their invite is still "Pending" or if they are an "Active" member.
Make Changes: Click the edit icon next to any team member's name to edit their role, or the trash icon to remove their access entirely.