Team Management (Collaborators)

Overview

Dashboardly lets you invite team members to your account so they can view your analytics or help manage your shop data. Each collaborator gets their own login, and you control what they can see and do through permission settings.

This is ideal for business partners, virtual assistants, accountants, or anyone on your team who needs access to your Dashboardly data. Agency workspaces also support Account Manager and Account Director assignments for portfolio review.

Shop Owners and Collaborators

The Current Users table shows both account types in one place:

• Shop Owners are labelled Shop Owner and their row shows Account owner. The row is locked because the account-level owner role cannot be edited, resent, or removed from the collaborator list. This label does not mean Dashboardly Support manages the account or its billing. If your business has more than one approved owner, every owner is shown.
• Collaborators keep the normal invitation, permission-editing, resend, and removal controls described below.

Shop owners do not use collaborator seats. The Users limit counter therefore counts collaborators only, even though owner rows are visible in the same table. Contact Dashboardly Support if an owner needs to be added, changed, or removed.

Step-by-Step Guide

Inviting a Team Member

Step 1: Go to Collaborators

Navigate to Settings > Collaborators in the left sidebar.

Account owners and administrators can also open this page using Manage Collaborators in the shop selector. Team members without account-level management access do not see that shortcut.

Step 2: Click "Add Member"

Click the "Add Member" button. If you have reached your plan's collaborator limit, you will see a message asking you to upgrade.

Step 3: Enter Their Details

• Name -- The team member's display name.
• Email -- The email address they will use to log in. An invitation will be sent to this address.
• Check details -- Verify the name and email before saving. This invitation form does not require a phone number.