Clients & teams

Inviting your team

Bring in colleagues or freelancers, choose what each can do, and keep them to the clients they work on.

Send an invite

Open Team from the sidebar.
Under Invite someone, enter their email address and choose a role.
Send the invite. Optimate emails them a link to join your workspace.
If the email can't be sent, use Copy link on their row and send it to them yourself.

An invite has to be accepted from the same email address it was sent to, and it expires after 14 days. Resend it from their row if it lapses.
The owner and admins can change someone's role or remove them at any time. Someone removed loses access straight away; the posts they made stay where they are.
Client access on each person's row limits which clients they can work on. It starts as All clients.
The workspace's AI allowance is shared by everyone working in it.
If you belong to more than one workspace, choose which one you're working in at the top of the Team page.

Can a teammate review a client's feedback for me?

Yes. In a client's Client approval settings, tick them as a reviewer and the client's approvals and feedback reach them by email.

Give each client their own brand — voice, logo, colours and connected accounts — and switch between them from the top of the app.

Hold a client's posts until they approve them from a no-login review link, or ask for changes.

What an AI credit is, how many each plan includes, what each action uses, and what happens when you run out.

Tell us what you were trying to do and what happened, and someone on the team will reply. We reply to every message.

Think something is down? Check service status