Prooflio Documentation

Team collaboration is available on Starter plans and above. The Free plan is limited to the organization owner only.

Inviting Team Members

To invite someone to your organization:

Navigate to Settings > Team from your dashboard sidebar.
Click the Invite Team Member button.
Enter the team member’s email address.
Select a role (see Roles & Permissions below).
Click Send Invitation.

The invitee will receive an email with a link to join your organization. Invitations expire after 7 days. You can resend or revoke pending invitations from the Team Settings page.

Team members must create a Prooflio account (or already have one) to accept the invitation.

Roles & Permissions

Each team member is assigned a role that determines their level of access within the organization:

Permission	Owner	Admin	Manager	Member
Manage Billing	Yes	No	No	No
Manage Team Members	Yes	Yes	No	No
Delete Organization	Yes	No	No	No
Manage Integrations	Yes	Yes	Yes	No
Reply to Reviews	Yes	Yes	Yes	No
Create & Edit Widgets	Yes	Yes	Yes	No
Manage Campaigns	Yes	Yes	Yes	No
Configure Auto-Response	Yes	Yes	Yes	No
Manage API Keys	Yes	Yes	No	No
View Analytics	Yes	Yes	Yes	Yes
View Reviews	Yes	Yes	Yes	Yes

Role Descriptions

Owner

Full control over the organization, including billing, team management, and all settings. Every organization has exactly one Owner. Ownership can be transferred to an Admin from Team Settings.

Admin

Can manage team members, integrations, API keys, and all review operations. Admins cannot access billing or delete the organization.

Manager

Can connect review sources, reply to reviews, create widgets, manage campaigns, and configure auto-response rules. Managers cannot manage team members or API keys.

Member

Read-only access. Members can browse all reviews and view analytics but cannot make any changes or reply to feedback. Useful for stakeholders who need visibility without edit access.

Team Limits

The number of team members you can invite depends on your plan:

Plan	Team Members
Free	1 (owner only)
Starter	Up to 3 members
Growth	Up to 10 members
Agency	Unlimited

Changing a Member’s Role

To update a team member’s role:

Go to Settings > Team.
Find the team member in the list.
Click the Role dropdown next to their name.
Select the new role.
Click Save.

Role changes take effect immediately.

Removing a Team Member

To remove someone from your organization:

Go to Settings > Team.
Find the team member in the list.
Click the Remove button (or the three-dot menu > Remove Member).
Confirm the removal.

Removed members immediately lose access to the organization. Any replies or configurations they created remain in the organization.

What’s Next?

Account Settings

Manage your personal profile, security, and API keys

Billing & Plans

Compare plans and manage your subscription