👑 Team management is available on the Professional plan or above.
What are team members?
Team members are people you invite to collaborate within your Certifier workspace. Each account owner logs in with their own password and gets access to shared settings, credentials, designs, and groups.
This setup allows everyone to work together in the same workspace while maintaining secure, individual access.
💡 If you're on the Advanced plan, you can also assign roles to control who can do what. Learn more here: Understanding User Roles in Certifier
How to add team members?
Adding new users to your Certifier workspace is quick and straightforward. Here’s how:
Go to Settings → Workspace → Team (direct link here).
Click the Invite Members button in the top-right corner.
Enter the email address of the person you want to invite.
Click Invite.
The invited person will receive an email with a link to join your team - they need to click the link to activate their account.
💡 The invitation link is only valid for a short period of time. If it expired or was missed, you can resend it anytime:
Find the pending invite in the list
Click Actions → Resend Invitation
Once your Team member accepts the invite and logs in, their status will change from Pending to Active.
How to remove team members?
To remove someone from your team:
Go to Settings → Workspace → Team (direct link here).
Locate the team member you'd like to remove.
Click Actions → Deactivate.
This will immediately revoke their access to your workspace, and this member will no longer count towards your Team members usage.
You can reactivate them later if needed.
How many team members can be added to the Workspace?
The number of team members you can add depends on your current plan:
Professional plan – You can invite up to 3 team members. This includes anyone actively invited, even if their invite is still pending.
Advanced plan – You can invite up to 7 team members.
If you hit the team member limit, you'll need to deactivate someone before you can invite another.
💡 You can also purchase additional spaces for team members for $19/month - if you're interested, reach out to us to set it up!
Need more help?
If you still have some questions, do not hesitate to contact us via the chat icon or email us directly: [email protected]