Users, teams & roles
Docs/Team

Users, teams & roles

Each person in a project has a project role that sets what they can do. On paid plans you can also group people into teams, which decide which links and domains they work with.

Invite users

app.cloakingurl.comUsers
Users
Member▾
Invite

Open Users under Workspace, enter an email and pick a role. People without an account get an email to set their password. The number of users depends on the plan (1 on Free, 2 on Starter, 5 on Pro, 20 on Business). A project always keeps at least one Owner.

Project roles

Good to knowA Member who isn't in any team can't create links yet, because they have no domain to publish on. Add them to a team first.

Teams

Starter+ 1 team on Starter, 3 on Pro, unlimited from Business. Owners and Admins create teams on the Teams page, then add users and choose which domains the team may publish on.

app.cloakingurl.comTeams
Client APrivate · 42 link(s)
Leader▾
Member▾
✓go.client-a.comgo.client-b.com
A team with a Leader, a Member and one domain.

Team roles only ever add permissions. Only Owners and Admins can appoint a Leader or delete a team.

Private and public teams

The Leader always sees and manages all of the team's links. Owners, Admins and Developers see every link in the project.

Example: an agency with two client teams

Your agency runs campaigns for two clients in one project, each with its own domain, and buyers shouldn't see each other's work.

  1. Add go.client-a.com and go.client-b.com under Domains.
  2. Create teams Client A and Client B, both Private.
  3. Give Client A the domain go.client-a.com, and Client B go.client-b.com.
  4. Invite the buyers with the project role Member, and add each to their client's team.
  5. Make each account manager Leader of their client's team.
  6. Invite the client as an Analyst if they want to see the numbers.

Buyers now only publish on their client's domain and only see their own links; account managers see and manage the whole team. If the clients' work should be in fully separate billing, use a project per client instead.