Manage Your Agency Team Members and Roles in AgencyHandy

Invite team members by email, assign roles and permissions, change roles for existing members, and remove users from your agency workspace in AgencyHandy.

AgencyHandy’s Teams feature gives you a secure, organized way to build and manage your agency’s workforce. You invite members by email, assign them a role that controls what they can see and do, and they receive a secure login link to complete onboarding. As your team evolves, you can update roles at any time or remove members to keep access tight and relevant.

Accessing the Team Dashboard

Click Teams in the left sidebar to open the Team Dashboard. Here you see a list of all current team members along with their assigned roles. From this view you can invite new members, update roles, and remove people from the workspace.

Roles in AgencyHandy

AgencyHandy has five default roles, each with preset permission levels. When you invite a team member, you assign one of these roles. You can change a member’s role at any point after they join.

Role	Typical Capabilities
Super Admin	Full access to everything — all settings, all data, all team management actions
Admin	Broad access including invoices, proposals, orders, team management, and settings
Project Manager (PM)	Manages orders assigned to them, views tasks for their orders, can invite team members
Employee	Limited to tasks directly assigned to them; no access to financial or admin sections

Only Super Admins and Admins can change roles or delete team members. PMs can invite new members but cannot change or remove existing ones.

Inviting a Team Member

1. Open the Team Dashboard

   Click Teams in the left sidebar.

2. Click + Create Team

   Click the + Create Team button. An invitation form will appear.

3. Enter the email address

   Type the email address of the person you want to invite. This is required.

4. Assign a role

   Select the appropriate role from the dropdown. Choose carefully — this determines what the new member can access from their first login.

5. Send the invitation

   Click Invite. AgencyHandy sends the invited person an email with:

   • A secure login URL to your agency’s workspace
   • A computer-generated password to use on first login
6. Member completes onboarding

   The invited team member follows the link in their email, logs in with the provided credentials, and completes the onboarding process. Once they log in, they are added to your agency workspace and can start collaborating immediately.

Ask the new team member to change their computer-generated password to something secure after their first login.

Setting Roles for Team Members

You can assign or update roles in two ways: during the invitation, or after the member has already joined.

While Inviting

When you fill out the invitation form, select the role from the dropdown before clicking Invite. The role takes effect as soon as the member logs in for the first time.

For Existing Members

1. Go to Teams in the left sidebar to open the Team Dashboard.
2. Find the team member whose role you want to change.
3. Click the down arrow button to the right of their name.
4. A list of default role names will appear. Select the new role.
5. The role updates immediately — no save step required.

Only Super Admins and Admins can change an existing team member’s role.

Role Permissions Summary

Use this table as a quick reference when deciding which role to assign.

Feature	Super Admin	Admin	PM	Employee
Create & send proposals	✅	✅	❌	❌
Create & manage invoices	✅	✅	✅	❌
Manage all orders	✅	✅	Assigned only	❌
View all tasks	✅	✅	Assigned orders only	Assigned tasks only
Invite team members	✅	✅	✅	❌
Change roles / remove members	✅	✅	❌	❌
Access invoice & agency settings	✅	✅	❌	❌
Cancel subscriptions	✅	✅	❌	❌
Export timesheet data	✅	✅	✅	❌

Removing a Team Member

When someone leaves your agency or no longer needs access, remove them from the workspace to protect your data.

1. Open the Team Dashboard

   Navigate to Teams in the left sidebar.

2. Select the member to remove

   Tick the checkbox next to the team member you want to remove. The Delete button will become active.

3. Click Delete

   Click the Delete button. A confirmation modal will appear.

4. Confirm the removal

   Confirm your decision. AgencyHandy immediately revokes the member’s access to the workspace and all associated resources.

5. Complete any handovers

   After removal, reassign any open tasks or orders the member was responsible for, and update relevant documentation and access permissions accordingly.

Removing a team member cannot be undone. Their access is revoked permanently. If you need to give the same person access again in the future, you must send a new invitation.

Additional Notes

Secure onboarding via email

Every invitation is delivered through a secure login URL. The invited person uses this URL along with a computer-generated password to access the platform for the first time. This ensures that only the intended person gains access.

Role changes take effect immediately

When you update a team member’s role, the change applies instantly. There is no pending or confirmation step — the member’s new permissions are active on their next page load.

Team members and task visibility

An Employee can only see tasks that are directly assigned to them. A PM can only see tasks within orders where they are assigned as the Manager. Super Admins and Admins see everything. Keep this in mind when assigning roles to avoid confusion about missing tasks or orders.