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Adding and Managing Team Members

Invite collaborators to your workspace, assign roles (Owner, Admin, Viewer), and manage permissions.

Written by Jack Hughes
Updated over 9 months ago

Pitchr lets you work as a team. You can invite collaborators, assign roles, and manage who can edit decks, fund campaigns, or view insights.


πŸ‘€ Adding a new team member

To add someone to your Pitchr organization:

  1. Go to Settings β†’ Organization

  2. Click β€œAdd team member”

  3. Enter their email address

  4. Choose their role:

    • Admin – full access to decks, settings, and funds

    • Member – can edit decks but not access org-wide settings or wallets

  5. Click Send invite

They’ll receive an email to create an account and join your org.


πŸ”„ Changing or removing members

Once a user has joined your org, you can:

  • Promote/demote between Member and Admin

  • Remove them from the org entirely

  • Transfer deck ownership if needed

Just go to the Organization settings and use the dropdown beside their name.


πŸ›‘οΈ Role permissions summary

Action

Admin

Member

Edit decks

βœ…

βœ…

View insights

βœ…

βœ…

Manage organization settings

βœ…

❌

Add or remove team members

βœ…

❌

Fund decks and control budget

βœ…

❌


Need to invite a co-founder, marketing teammate, or ops lead? Just add them here and collaborate directly inside your campaign.

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