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Inviting and Managing Your Team

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Written by Andreas H

Your team is the group of people who can sign in to your churn.io business account and work on your cancel flows, integrations, and analytics together. Each teammate is given a role that controls what they can see and change. This article explains how to invite people, what each role can do, and how to edit or remove a teammate later.

You manage everyone from the Team page. Only Owners and Admins can open it — if you have any other role, you'll be redirected to your dashboard.

Roles and what they can do

Every teammate has exactly one role. Here's what each one allows:

  • Owner — the person who created the business. Full access to everything, including team and billing. There is one Owner, and the role can't be reassigned or invited.

  • Admin — full access. Can manage the team and settings, and can optionally be given access to billing.

  • Developer — can manage flows and integrations, and view analytics.

  • Member — can create and edit flows, and view analytics.

  • View-only — can view the dashboard and analytics, but can't edit anything.

💡 Who can invite whom

Owners can invite people as Admin, Developer, Member, or View-only. Admins can invite Developers, Members, and View-only users, but they can't invite another Admin — only the Owner can do that.

Step 1: Invite a teammate

  1. Open the Team page and click Invite user.

  2. If you manage more than one business, choose which one to Grant access to.

  3. Enter the teammate's Name and Email address.

  4. Pick a Role. A short description of what that role can do appears beneath the picker.

  5. If you select the Admin role, you can turn on Can access billing to let that Admin view and manage billing. This option is only available for Admins.

  6. Click Send invite.

What happens next depends on whether the person already uses churn.io:

  • If they already have an account, they're added to your team right away and appear as Active.

  • If they don't have an account yet, they receive an email invitation and appear on your team list as Invited until they accept.

⚠️ The email address must match

When the invited person accepts, they must sign in or sign up with the exact email the invite was sent to. If they use a different address, the invitation won't be accepted. You also can't invite your own email, an address that's already on the team, or one that already has a pending invitation.

Step 2: How a teammate accepts

The invitation email contains a button that opens churn.io. From there:

  1. If they aren't signed in, they're asked to Sign in or Sign up. The invitation is remembered through this step, so it completes automatically once they're authenticated with the matching email.

  2. Once accepted, they're added to your team and taken to their dashboard.

Until they accept, you'll see their row marked Invited. You can resend or cancel that invitation at any time (see below).

Step 3: Edit, resend, or remove

On the Team page, each row shows the teammate's name, email, role, the business they have access to, their status, and when they were last active. The action buttons on the right depend on your role and the teammate's role.

Edit a member's role

  1. Click the gear icon on a member's row.

  2. Choose a new Role. Switching roles asks you to confirm — the new access level takes effect on their next action.

  3. For Admins you can also toggle Can access billing, then click Save changes.

Resend a pending invitation

For anyone still marked Invited, click the refresh icon to send them a fresh invitation email.

Remove a member or cancel an invitation

Click the trash icon and confirm. Removing a member means they immediately lose access to the business account; cancelling a pending invitation makes its link stop working.

⚠️ Some rows are protected

The Owner's row can't be edited or removed by anyone. An Admin's row can only be changed by the Owner — other Admins can't edit or remove a fellow Admin.

Plan limits and inactive members

The number of teammates you can have depends on your plan. Active members and pending invitations both count toward your seat limit. If you've reached it, the Invite user button is disabled and you'll see a prompt to upgrade for more seats.

If you downgrade to the Free plan, teammates beyond your new limit are shown as Inactive and lose access. Upgrading to Pro restores their access.

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