This feature enables you to share access to your projects while maintaining control over what each team member can do.
Note: Team management is only available on the Agency plan.
Accessing Team Management
Navigate to Settings in your OFM Pro dashboard
Select Team from the settings menu
You'll see the team management interface where you can invite and manage team members
Inviting Team Members
Step 1: Add Team Member Email
In the Team section, locate the "Invite Team Member" or similar option
Enter the email address of the person you want to invite
Select the appropriate permission level (see permissions section below)
Click "Send Invite" or "Add Member"
Step 2: Permission Levels
When inviting team members, you can assign one of three permission levels:
Admin: Full access to all features and settings, including team management
Editing: Can view and edit projects and content
View Only: Can view projects and content but cannot make changes
Important Email Considerations
Re-adding Previously Deleted Members
If you've previously added and then removed a team member's email address, you cannot simply re-add the same email address. This is because the email remains linked to the team account in the system.
Workaround: If you need to re-invite someone whose email was previously deleted, you can use email aliasing:
Instead of
[email protected], use[email protected]Replace "text" with any word or identifier (e.g.,
[email protected]or[email protected])This creates a unique email address that will still deliver to the same inbox
The system will treat this as a new, unique email address
Error Messages
If you attempt to re-add a previously deleted email address, you'll receive an "email already in use" error message. This indicates you need to use the email aliasing workaround described above.
Managing Existing Team Members
Once team members are added, you can:
Change their permission levels
Remove them from the team
View their current access status
Troubleshooting
Problem: "Email already in use" error when adding a team member
Solution: The email was previously added to the team. Use email aliasing ([email protected]) to create a unique variation.
Problem: Team management option not visible
Solution: Ensure you're on the Agency plan, as team management is not available on other plans.
Problem: Team member can't access certain features
Solution: Check their permission level and adjust if necessary. Admin permissions may be required for certain functions.
Best Practices
Plan Permission Levels: Consider what each team member needs to accomplish before assigning permissions
Use Descriptive Aliases: When using email aliases, use descriptive text that helps you remember the purpose (e.g.,
[email protected])Regular Review: Periodically review your team list to ensure access remains appropriate
Document Access: Keep track of who has what level of access for security and organizational purposes
If you need any support, simply click the icon at the bottom right of your screen to chat with our AI help agent, Fin.