How to Add VA / Team Members to Systeme io Workspace To Collaborate and Share

Introduction

In this comprehensive guide, we'll walk you through the process of granting access to your Systeme.io workspace. Whether you're adding a virtual assistant (VA), coworker, or a third party to help with projects and automations, following these steps ensures seamless collaboration.

Adding a Member to Your Workspace

To start, navigate to your user profile by clicking on your profile avatar. Head to the Settings section. In the following steps, we'll detail how you can invite a new member:

Navigate to Workspace Member Section: After entering the Settings section, click on Workspace Members.
Invite New Member: You’ll need to add the individual's email address. For example, enter an email like this: example@domain.com.
Send Invitation: Once the email is entered, an invitation will be sent. The invited member will receive an email that looks similar to this, with a link to join the workspace.

Upon accepting the request, their email will be validated, indicated by a checkmark next to their email in your workspace settings.

Editing Member Roles

Systeme.io offers two primary roles:

Assistant: Provides partial control to your workspace without exposing all data.
- Capabilities:
  - View and edit contacts.
  - View and search for specific transactions or subscriptions by email filter.
Admin: Grants full access, including all sales, contacts, and transactions.
- Capabilities:
  - Invite other assistants.
  - Comprehensive access to all workspace data.

Assign roles according to the access level you're comfortable giving. For most VAs, the Assistant role usually suffices, ensuring they can assist without accessing sensitive information.

Switching Between Workspaces

Once added, the new member can switch between their workspace and yours. This feature enables them to operate efficiently, juggling multiple workspaces if necessary.

Removing a Member

If you ever need to revoke access:

Go to Workspace Members: In the Settings section.
Remove Member: Click on the three-dot menu next to the member’s email and select Delete. Confirm the action.

Conclusion

Managing team access in Systeme.io is straightforward, ensuring smooth collaboration on business projects. Remember to assign roles judiciously, balancing data security with the necessity for assistance. If you found this guide helpful, please like, share, and subscribe for more tutorials. Thank you for reading!

Keywords

Systeme.io
Workspace Members
Virtual Assistant (VA)
Adding Team Members
Collaboration
Admin Access
Assistant Role
Dashboard Settings
Transaction Search
Workspace Management

FAQ

1. How do I add a team member to my Systeme.io workspace?

Navigate to your profile, go to Settings, select Workspace Members, and invite them by entering their email.

2. What roles can I assign to new members?

You can assign two primary roles: Assistant (limited access) and Admin (full access).

3. Can an Assistant view all my contacts and transactions?

No, Assistants cannot see the full list but can search for specific contacts or transactions using an email filter.

4. How can I remove a team member from my workspace?

Go to Settings > Workspace Members. Click on the three-dot menu next to their email and select Delete.

5. What additional abilities does an Admin have compared to an Assistant?

Admins can invite other assistants and have full access to sales, contacts, transactions, and subscriptions.

By understanding these steps and roles, you can efficiently manage team access and collaboration within Systeme.io.