Managing your team

SparkleTree is built for teams. You invite people into a workspace, give each person a role, and everyone works on the same brand, products, and campaigns. This guide covers inviting teammates, what the invitee sees, changing roles, removing members, and switching between workspaces.

Team management lives in Dashboard → Settings → Team.

Invite a teammate

1. Open Dashboard → Settings and find the Team section.
2. Enter the person’s email address in the invite form.
3. Pick a role from the dropdown: Admin, Editor, Member, or Viewer. Not sure which one? See Roles and permissions.
4. Send the invitation.

The invitation appears in the pending invitations list until it’s accepted. If you invited the wrong address or picked the wrong role, cancel the pending invitation from the list and send a fresh one.

Note: Admins can invite at any role. Editors can also send invitations, but only Admins can invite someone as an Admin.

What your invitee sees

The invitation arrives by email with an acceptance link (/invitations/accept). From there:

1. They follow the link and sign in.
2. They see “Welcome to the team!” and land in your workspace’s dashboard.

Once they’ve accepted, they move from the pending list to the member list, with the role you chose.

Change a role or remove a member

Only Admins can change roles or remove members. In the Team section, each member row has controls to change that person’s role or remove them from the workspace.

Two guardrails to know:

• You can’t change your own role or remove yourself. This prevents a workspace from accidentally losing its last Admin. If you need a different role, ask another Admin to change it.

Work with multiple workspaces

A workspace is a complete, separate environment: its own brand, its own products and campaigns, its own team, and its own plan. If you run two brands — or an agency managing several clients — give each one its own workspace.

To move between them:

1. Open the workspace switcher in the dashboard.
2. Expand the Switch workspace panel to see every workspace you belong to.
3. Click the one you want. The dashboard reloads with that workspace’s brand, campaigns, and team.

To start a fresh environment, click Create new workspace in the same panel.

A few things follow from workspaces being fully separate:

• Your role is per workspace. You can be an Admin in one and a Viewer in another.
• Plans and quotas are per workspace too — upgrading one workspace doesn’t change the others. See Plans and limits.
• Teammates you invite join only that workspace. To collaborate across two workspaces, invite them to each.

Tip: If you’re the only person in a workspace, SparkleTree treats you as its Admin — so a solo workspace never gets stuck without someone who can manage settings.

Quick answers

• Can I resend an invitation? Cancel the pending one and send it again to the same address.
• Who can see the Team section? Only Admins get the change-role and remove controls, and only Admins and Editors can send invitations.
• Does removing a member delete their work? No. Campaigns, products, and edits they made stay in the workspace. They lose access.