workflow · Agency
Manage agency staff roles
Add your team across all sub-tenants.
5 min to completeagency, staff, rolesUpdated 2026-05-26 · v2
Launch this workflow
Opens /agency/settings in your workspace
Why use this
You give teammates access to every sub-tenant under your agency from one invite.
Benefits:
- Avoids inviting staff into each tenant separately
- Scopes admin vs member access per teammate
- Removes access in one click when staff leave
Who this is for: Agency. Time to complete: ~5 minutes. You''ll need: Email of the teammate.
Outcome
The teammate has agency-staff access to all sub-tenants under your agency.
Steps
- Open /agency/settings.
- Click Staff.
- Invite by email.
- Pick role (admin or member).
- Save.
Variations
- Limit to specific sub-tenants by editing the staff member after invite.
What can go wrong
- Invite email not received: ask staff to check spam; resend.
Related
- workflow-owner-invite-teammate, help-agency-settings.