How to invite an assistant to your systeme.io account

In this article, you will learn how to grant others access to your workspace as an "assistant" in your systeme.io account. This feature is useful for collaborating with colleagues or assistants without sharing your login details.

Inviting an assistant

Access your "Settings" by clicking on your profile picture (number 1 in the image).

From the settings menu, click on "Workspace members" (number 2 in the image) and then click on "Invite" (number 3 in the image).

On the "Invite new assistant" popup that appears, add the email address of the assistant you want to invite, then click on "Invite" (number 4 in the image).

Within a few seconds, the assistant should receive an email titled "Invitation to systeme.io workspace". The assistant can then click the confirmation link in the email to access your workspace.

Assistant login

If they already have a systeme.io account with that email address, they will be redirected to a login page after clicking the confirmation link.

Otherwise, they will be redirected to a password creation page to create their systeme.io account.

Switching between workspaces

After signing in to their systeme.io account, the assistant can switch between workspaces directly from the workspaces section, located in the top left of the dashboard.

A message will be displayed when changing the workspace.

Confirmation status

Assistants who have confirmed by clicking on the link in the invitation email will be identified as "Confirmed" along with a green checkmark. Otherwise, they will show as "Not confirmed" as seen below:

Assistant access

Assistants can work on the workspace owner's data, i.e. have the same access as the workspace owner.

Specifically, assistants have access to the following features from your workspace:

Contacts. Assistants cannot see the full list of contacts, but they can search for a specific contact by using the email address filter.
Tags
Sales funnels
Newsletters
Campaigns
Email statistics
Blogs
Automation rules
Workflows
Physical products
Coupons
Orders
Transactions: Assistants cannot see the full list of transactions but can search for a specific transaction for a given customer by their email address.
Subscriptions: Assistants cannot see the full list of subscriptions but can search for a specific customer by their email address.
Affiliate Invoices
Courses
Courses bundle
Students

Admin access

IMPORTANT: When you give one of your assistants admin access, they will be able to invite other assistants to join your workspace and have access to your entire account: including sales, all contacts, transactions, etc.

Note: A user cannot export a list of contacts even if they have admin access to your account.

To change an assistant's role to that of an Admin:

Click on the 3 dots, then click on "Edit role" (number 5 in the image).

Change the role of the assistant by selecting "Admin" (number 6 in the image), then validate by clicking on "Save" (number 7 in the image).

After the Admin role has been granted, an "admin" icon will appear next to their email address and a notification will be displayed on the top of your page.

Revoking an assistant's access

To revoke an assistant's access to your workspace, click on the 3 dots, then click "Remove" next to the assistant you wish to remove (number 8 in the image).