Team Management Guide

Last Chance supports team collaboration, allowing you to invite colleagues to help manage your unsubscribe pages. This guide covers how to manage team members, roles, and invitations.

Overview

Team management allows you to:

  • Invite team members via email
  • Assign roles (Admin or Member)
  • Manage pending invitations
  • Remove team members when needed

Accessing Team Management

  1. From the dashboard, click Team in the left sidebar
  2. The Team page displays all current members and pending invitations

Team Roles

Last Chance has two team roles with different permission levels:

Admin

Admins have full access to all features:

PermissionAdmin
View dashboard and analytics
Create and edit unsubscribe pages
Manage discount codes
Set up Klaviyo hosted page
Invite team members
Remove team members
Manage billing and subscription
Change team settings

Member

Members have access to core features but limited administrative capabilities:

PermissionMember
View dashboard and analytics
Create and edit unsubscribe pages
Manage discount codes
Set up Klaviyo hosted page
Invite team members
Remove team members
Manage billing and subscription
Change team settings

Inviting Team Members

Send an Invitation

  1. Navigate to the Team page
  2. Click the Invite Team Member button
  3. Enter the invitee's email address
  4. Select their role (Admin or Member)
  5. Click Send Invitation

What Happens Next

  1. The invitee receives an email with an invitation link
  2. The invitation appears in the Pending Invitations section
  3. The invitee clicks the link to accept
  4. They'll be prompted to create an account (if new) or sign in
  5. Once accepted, they appear in the Team Members section

Invitation Expiration

Invitations expire after 7 days. If an invitation expires:

  1. The status changes to "Expired"
  2. You can resend the invitation
  3. A new invitation email is sent with a fresh link

Managing Pending Invitations

View Pending Invitations

The Team page shows all invitations with their current status:

StatusDescription
PendingInvitation sent, awaiting response
ExpiredInvitation link has expired
AcceptedInvitation accepted (user is now a team member)

Resend an Invitation

If an invitee didn't receive the email or the invitation expired:

  1. Find the invitation in the list
  2. Click the Resend button
  3. A new invitation email is sent

Cancel an Invitation

If you need to revoke an invitation:

  1. Find the invitation in the list
  2. Click the Cancel or delete button
  3. The invitation link will no longer work

Managing Team Members

View Team Members

The Team page displays all current members with:

  • Name and email
  • Role (Admin/Member)
  • Join date

Change a Member's Role

To change a team member's role:

  1. Find the member in the list
  2. Click the role dropdown or edit button
  3. Select the new role (Admin or Member)
  4. Confirm the change

Note: You cannot change your own role. Another admin must do this.

Remove a Team Member

To remove someone from your team:

  1. Find the member in the list
  2. Click the Remove button
  3. Confirm the removal

Important: Removing a team member:

  • Revokes their access immediately
  • Does not delete any pages or content they created
  • Does not affect your billing

Team Settings

Team Name

Your team name is displayed throughout the application and in emails. To change it:

  1. Navigate to Settings
  2. Find the Team Name field
  3. Enter a new name
  4. Save changes

Primary Contact

The team's primary admin is the billing contact and receives important account notifications.


Best Practices

Role Assignment

  • Use Admin sparingly - Only give admin access to those who need billing or team management access
  • Member for most users - The Member role provides full access to daily operations
  • Audit regularly - Review team members quarterly and remove inactive users

Onboarding New Team Members

When a new member joins:

  1. Send them the Getting Started Guide
  2. Walk them through your unsubscribe page workflow
  3. Show them how to access analytics
  4. Explain any team conventions for naming or organizing pages

Security Considerations

  • Remove team members promptly when they leave the organization
  • Use unique email addresses for each team member
  • Consider using SSO/organizational email domains when possible

Troubleshooting

Invitation Email Not Received

If an invitee doesn't receive the invitation:

  1. Ask them to check their spam/junk folder
  2. Verify the email address is correct
  3. Try resending the invitation
  4. Have them add noreply@lastchanceemail.com to their contacts

Can't Access Team Features

If you can't invite members or manage the team:

  1. Verify you have the Admin role
  2. Check with another admin on your team
  3. Contact support if you're the only team member and don't have admin access

Member Can't See Pages

If a team member can't access unsubscribe pages:

  1. Verify their invitation was accepted
  2. Check they're signing into the correct account
  3. Ensure they're part of the right team (if you have multiple)

FAQ

Can I have multiple teams?

Currently, each user belongs to one team. If you need separate teams for different brands or clients, contact support about enterprise options.

What happens to a removed member's work?

All pages and content remain with the team. Nothing is deleted when a member is removed.

Can I transfer team ownership?

To transfer ownership:

  1. Make the new owner an Admin
  2. Have them manage the billing settings
  3. Consider demoting yourself to Member if appropriate

Is there a limit on team members?

All plans support unlimited team members at no additional cost.

Can members see billing information?

No, only Admins can view and manage billing. Members do not have access to:

  • Subscription details
  • Payment methods
  • Invoices
  • Tier information

Next Steps