Collaborators: give your team access
Each person logs in with their own password and you choose what they can do.
Collaborators work inside your account using their own account, and you decide what each one can do.
- Open My account > Collaborators and invite the person by e-mail.
- Choose the permissions per module, with View or Edit level: clients, workouts and diets, assessments, messages, lead capture, finance, schedule and reports.
- Define the portfolio: all clients or only a list of them.
- The person accepts the invitation, logs in with their account and chooses Work in this account.
While working in your account, the collaborator sees the "Operating as..." notice. Everything they do, including blocked attempts, is recorded in the audit log.
Never available to collaborators: the subscription, your account data (profile, password, e-mail and deletion), team management, the audit log and the import.