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As the workspace owner, open Settings → Team to invite a teammate or change their access. Choose both a role and the accounts they can use.

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Invite and verify

  1. Open Settings → Team.
  2. Choose Invite Member and enter the teammate’s email. Choose Media Buyer for ad-management work or Client Viewer for read-only performance and reports. Add an optional Display Name.
  3. Under Account Access, choose All accounts only when that is intended. Otherwise select the specific accounts the teammate needs.
  4. Review the role explanation, then choose Send Invite.
  5. Ask the teammate to open the invitation and accept using the invited email address. Their row changes from Pending to Active once accepted.

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Roles

A role does not bypass Meta permissions, credit requirements, or feature availability. Billing remains controlled by the workspace owner.

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Update or remove access

  1. In Settings → Team, find the member and choose the pencil control, Edit member.
  2. Change Role, Display Name, or Account Access, then choose Save Changes. The member row updates and the app shows Member updated.
  3. To end access, choose the trash control, Remove member. After Member removed, their workspace membership is removed. This does not change their Facebook business membership.
If an invitation is Expired, use Resend invite email to send a fresh link. If AutoAdy created the invitation but could not send email, use Copy invite link on the pending row and share it directly with the invitee. Keep that acceptance link private.

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If an account is missing

Check the invited identity, accepted status, account grant, and connected-account visibility. A client workspace selection organizes work but does not grant team access. Website grants are also distinct from ad-account grants. If Team cannot load and shows a Meta connection or authorization error, reconnect Meta using the owner’s intended profile. If a seat or feature limit blocks the invitation, review the current capacity in Billing.