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Inviting Team Members

Collaborating with your team is easy. You can invite as many team members as your plan allows.

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How to Invite Team Members

  1. Go to Workspace Settings — Click the gear icon in the top-right corner
  2. Navigate to the Team tab
  3. Click the “Invite member” or “Add member” button
  4. Enter the email address of the person you want to invite
  5. Select their role from the dropdown (Owner, Admin, Editor, or Viewer)
  6. Click Send Invitation
An invitation email will be sent to that person immediately.

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The Invitation Flow

Here’s what happens next:
  1. Email sent — The team member receives an email invitation with a link to join
  2. They click the link — Takes them to the workspace (requires signing up if they’re new to Alana Shopping B2B)
  3. They’re added — They automatically have access to the workspace with the role you assigned
  4. You’re notified — You’ll see when they accept the invitation

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Setting the Right Role

When you invite someone, choose their role based on what they need to do:
  • Owner — Full access to everything, including workspace settings and billing
  • Admin — Can manage team members and settings, but not billing
  • Editor — Can create and manage content (products, catalogs, etc.)
  • Viewer — Can view content but cannot make changes
For detailed information about what each role can do, see Roles and Permissions.

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Managing Pending Invitations

You can see who you’ve invited and whether they’ve accepted:
  1. Go to Workspace Settings > Team
  2. Look at the Pending Invitations section
  3. You can resend or cancel invitations that haven’t been accepted yet
If someone doesn’t receive their invitation email, resend it from this screen.

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Changing Someone’s Role

Once a team member has accepted their invitation:
  1. Go to Workspace Settings > Team
  2. Find the member in the list
  3. Click the role dropdown next to their name
  4. Select their new role
  5. The change is applied immediately

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Removing a Team Member

To remove someone from your workspace:
  1. Go to Workspace Settings > Team
  2. Find the member in the list
  3. Click the remove or delete button (usually an “X” or trash icon)
  4. Confirm the removal
  5. They’ll immediately lose access to the workspace

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Workspace Limits

The number of team members you can invite depends on your plan:
  • Free — 1 member (just you)
  • Standard — Up to 5 members
  • Professional — Up to 20 members
  • Enterprise — Unlimited members
To add more team members, upgrade your plan.

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Troubleshooting

They didn’t receive the invitation email
  • Check their spam/junk folder
  • Make sure you typed their email correctly
  • Resend the invitation from the Team tab
They can’t access the workspace
  • Make sure they’ve accepted the invitation
  • Have them sign out and sign back in
  • Check that you haven’t removed them
I need to invite someone with a different email
  • Create a new invitation with the correct email
  • Then remove the old invitation if needed

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Next Steps

Need help? Contact our support team
Last modified on February 16, 2026