Overview
Team Settings in OFM Pro allow you to invite your team members, define their roles, and customize what they can access. Whether you're running a small team or a scaled agency, permission presets and custom roles give you full control over who can do what.
🔧 How to Add and Manage Team Members
1. Access Team Settings
Head to the Team Settings section from your dashboard.
2. Add a New Team Member
Click the “Add Team Member” button.
3. Choose a Permission Preset
Select from the available presets:
Admin: Full access to all features.
Editor: Limited editing rights.
Viewer: Read-only access.
4. Customize Permissions (Optional)
If the default roles don’t meet your needs:
Choose Custom.
Adjust individual permissions across categories like Creator Requests, Tracking Links, Accounts, and more.
Example: Restrict a team member from managing Creator Requests while allowing full access to Tracking Links.
5. Enter Email and Invite
Input the team member's email address.
Click “Invite” to send the invitation.
✅ Summary
With Team Settings, you can scale your agency confidently by assigning the right access levels to the right people. Use permission presets or create custom configurations to suit your workflow, ensuring that each team member has just what they need—no more, no less.