How to Invite Team Members to Your UniLink Account (Roles and Permissions)

How to send team invitations, assign the right role for each person, manage pending invites, change permissions after onboarding, and remove access when someone leaves your team.

When your UniLink presence grows beyond a solo operation — whether you bring on a social media manager, a virtual assistant, a business partner, or a designer — you need a way to give them the access they need without sharing your personal login credentials. UniLink's team management feature handles this cleanly through role-based invitations.

Every team member gets their own login, accesses only what their role permits, and shows up in your team list so you always know who has access to your account. This guide covers the full team management workflow from sending the first invite to revoking access when someone moves on.

What This Feature Covers

UniLink's team system is built around three roles: Admin, Editor, and Viewer. Each role defines what a team member can see and do inside your UniLink account. Assigning the right role from the start prevents accidental changes by people who only need to view analytics, and it protects sensitive settings like billing and API access from being modified by content editors who do not need that level of access.

Invitations are sent by email. The invitee receives a link that lets them create their own UniLink login (or sign in with an existing account) and join your team with the assigned role active from their first session. You can have multiple people with the same role, and you can change any team member's role at any time without re-inviting them.

The team feature is separate from your UniLink profile. Team members manage your account on your behalf — they do not have a separate public UniLink page unless they create their own account for that purpose. Their access is scoped entirely to your account.

How to Get Started

1. Identify who needs access and what they will do — before sending any invites, decide which role fits each person. A social media manager who edits your page needs Editor access. An investor who reviews your analytics needs Viewer access. A trusted business partner managing everything needs Admin access.
2. Log into your UniLink dashboard — go to unilink.us and sign in with your account owner credentials. Team management is only available to the account owner and Admins.
3. Navigate to Settings → Team — click your account menu or profile icon, select Settings, and then open the Team tab. Your current team list is shown here, along with any pending invitations.
4. Review the role descriptions — before sending an invite, review the role summary shown on the Team page. Confirm you understand the difference between Admin, Editor, and Viewer before selecting a role for your team member.
5. Have the invitee's email address ready — you will need the email address they want to use for their UniLink login. This is the address the invitation will be sent to, and it must be accessible to the invitee.
6. Click Invite — the Invite button is at the top of the Team page. Click it to open the invitation form.

Step-by-Step Guide

1. Enter the invitee's email address — in the invitation form, type the email address of the person you are inviting. Double-check the address to avoid sending the invite to the wrong person.
2. Select the role — choose Admin, Editor, or Viewer from the role dropdown. Admin gives full account access including billing and team management. Editor allows content editing but not billing or settings changes. Viewer is read-only access to analytics and page content.
3. Send the invitation — click Send Invite. UniLink emails the invitee a link valid for 48 hours. The invitation appears in your Team page with a Pending status until it is accepted.
4. Invitee accepts the invitation — the invitee clicks the link in their email, signs in or creates a UniLink account, and confirms the invitation. Their status changes from Pending to Active in your team list.
5. Verify the team member appears in your list — return to Settings → Team and confirm the new member shows as Active with the correct role. If they appear as Pending for more than 48 hours, the invite may have expired — resend it from the Team page.
6. Communicate what they can access — let the new team member know what their role allows so they can get started without confusion. Editors can access the page builder and content tools. Viewers can access analytics and read-only views. Admins have full access including this Team settings page.
7. Review your team list regularly — schedule a quarterly review of who has access. Remove team members who no longer need access and update roles if responsibilities change.

Key Settings Explained

How to Get the Most Out of It

The most common use case for Editor access is a social media manager or virtual assistant who updates your UniLink page, publishes posts via the Social Planner, and monitors your Audience responses. With Editor access, they can do all of that without ever seeing your billing details or having the ability to change your email or password. This separation of concerns keeps your account secure even when multiple people are working inside it.

Viewer access is underused by most UniLink account owners. If you work with a marketing consultant, an agency, or a business coach who reviews your metrics, Viewer access gives them a real-time window into your analytics without requiring you to export reports and send them manually. They log in, see your page performance, and draw their own conclusions — all without being able to touch your content.

Admin access should be rare. In most cases, only the account owner and one trusted backup person (such as a business partner) need Admin-level access. Giving Admin access to everyone on your team is a security risk — if an Admin account is compromised, the attacker has full control over your page, your audience list, and your billing information. Use Editor or Viewer for the vast majority of team members.

When a team member's role changes — for example, a Viewer who is promoted to an Editor because they are now actively managing your page — update their role directly in the Team settings rather than removing and re-inviting them. Changing a role takes effect immediately and preserves the team member's existing login without requiring them to go through the invitation flow again.

Troubleshooting Common Issues