Manage Team Members | Hellopeter

Managing Team Members

Invite colleagues to your portal, manage their roles and access, and suspend or remove users as needed.

 

Use the Users page to invite team members to your portal, assign roles, and manage who has access. You can invite unlimited users (within your plan limit), change roles, and suspend users without permanently removing them.

 

Open User Management

Click Users in the left sidebar to see all team members. You'll see your active team, pending invitations, and user limits for your plan.


Invite a Team Member

Click Invite User at the top right. The invite modal will open.

Enter your colleague's email address and choose their role:

Admin - Full access to all portal features. Can invite team members and manage account settings.

User - Standard access. Can view and respond to reviews but cannot invite new users or change account settings.

Click Send Invitation. An invitation email will be sent to the address you entered. The invitation expires in 7 days.

Note: User limits vary by plan. If you're at your limit, suspend or remove an existing user before inviting a new one. To add more users, upgrade your plan.

The new team member will appear as Pending in your team list until they accept the invitation and create their account.

 

User Limits by Plan

 

Plan

User Seats

Free Trial

2

Growth G1

2

Growth G2

2

Growth G3

3

Growth G4

4

Premium P1

8

Premium P2

10

Premium P3

15

Premium P4

30

 

This count includes both active users and pending invitations. If you're at your limit, either suspend an existing member or upgrade your plan on the Billing page.

 

Change a User's Role

Hover over a team member's row and click the actions menu (three dots). Select Change Role to switch between Admin and User.

Click confirm to update their access level. The change takes effect immediately.

 

Suspend or Reactivate a User

If a team member needs temporary access removal (e.g., they're on leave), suspend them instead of removing them permanently.

Click the actions menu and select Suspend User. Confirm the action. They'll lose portal access immediately.

Tip: Suspended users don't count toward your active user limit, so you can invite someone else while they're suspended.

To restore access, click the actions menu and select Reactivate User.

 

Remove a User

Click the actions menu and select Remove User. Confirm the action to permanently delete their account access.

Warning: Removing a user is permanent. They'll lose all access and cannot be recovered. If unsure, suspend them instead.

 

Resend or Cancel an Invitation

For pending invitations, click the actions menu to:

Resend Invitation - Send the invitation email again (original expires in 7 days).

Cancel Invitation - Remove the pending invitation and free up a user seat.

 

View User Details

The team members table shows:

•       Name & Email - Team member's full name and email address.

•       Role - Admin or User.

•       Status - Active, Pending, or Suspended.

•       Date Created - When the account was created (pending invites show invitation date).

•       Last Login - Last time they accessed the portal.

You cannot modify your own account. Your row shows (you) to indicate your current account.

 

What Team Members Can Do

Both Admins and Users have full access to all portal features - Reply, Collect, Share, Insights, AI Insights, Profile, Integrations, Billing, and settings. The only difference is that Admins can manage other users (invite, suspend, remove, and change roles). Users cannot.

 

Still need help? Use the live chat inside your portal to get in touch with our customer success team.