Understanding team roles
Every teammate has one account-wide role:
Admin — full access, including billing and subscription, inviting and removing teammates, and account settings.
Member — day-to-day access to campaigns, assignments, and reports, without account/billing settings.
Guest — the most limited role, for someone who only needs narrow, view-level access.
On top of that account-wide role, you can grant a teammate Admin, Member, Guest, or No access on each individual calendar, and Member or No access on each individual campaign — so someone can have full visibility into one calendar or campaign and none into another.
Inviting a team member
Click Account at the bottom of the left sidebar, then open the Team Members tab.
Click Add User.
Enter their name and email address.
Click Invite.
They’ll get an email with a link to create their account and join your team.
Managing a teammate’s access
From the Team Members page, open a teammate to set their account-wide role and, if you want finer control, their per-calendar and per-campaign access.
Team collaboration features
Assignment Owners — Assign teammates to a specific assignment so they’re notified about it. Open the assignment, go to its settings, and add them as an Assignment Owner.
Campaign access — Control who can see a given campaign from that campaign’s settings.
Comments and @mentions — Leave comments on campaigns, assignments, or deliverables, and use @mention to notify a specific teammate.
Removing a team member
Open Settings → Team Members.
Find the teammate.
Click Remove from Team and confirm.
They lose access immediately; their past comments and activity stay in your account.
Team best practices
Grant the minimum access someone actually needs, and use per-calendar/per-campaign access to scope it down further.
Review who has access periodically, and remove former teammates promptly.
Keep discussion in InfluenceKit comments (with @mentions) instead of a separate tool, so the history stays attached to the campaign or deliverable it’s about.