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Team Management

Understanding team roles

Every teammate is either an Account Admin or not:

  • Account Admin — full access to everything in the account, including billing, adding and removing teammates, and account settings.
  • Everyone else gets scoped access instead, which works differently depending on your account type:
    • Brand and agency accounts — a non-admin gets Member or No access on each individual campaign, so they only see the campaigns you grant them. You can also turn on account-wide tools for them — Influencer Discovery, Signals, Report Builder — which are off by default.
    • Influencer Hub accounts with multiple calendars — a non-admin gets Admin, Member, Guest, or No access set individually on each calendar, so someone can have full access to one calendar and none to another.

Adding a team member

  1. Click your account avatar (top right) to open the Account menu and select Team Members. If you don’t see it there, go to Account → Settings and open the Team Members tab instead.
  2. Click Add User.
  3. Enter their name and email address, and set their access.
  4. Click Add User to save. They’ll get an email with a link to create their account and join your team.

The Team Members tab in InfluenceKit settings, listing everyone on the account with the Add User button above.

Managing a teammate’s access

From the Team Members page, open a teammate to change their Account Admin status and, if they’re not an admin, their per-calendar or per-campaign access.

Team collaboration features

Assignment notifications — Choose who gets notified about updates and comments on a specific assignment. Open the assignment, go to its settings, and expand Notifications to set who’s notified.

Comments and @mentions — Leave comments on campaigns, assignments, or deliverables, and use @mention to notify a specific teammate by email.

Removing a team member

  1. Open the Team Members page (see above).
  2. Find the teammate.
  3. Click Remove User 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.