How to invite an assistant to your SleepPRO™ account

Working with a virtual assistant or a business partner? Give them access to your account without sharing your password.

Invite an assistant

1. Click your profile picture, then Settings.
2. Click Workspace members, then Invite.
3. Enter their email address and click Invite.

They receive an invitation email and click the link to join. If they already have an account, they log in. If not, they create a password. Once in, they switch between workspaces from the menu at the top left of their dashboard.

Confirmed assistants show a green tick. Others show Not confirmed.

What assistants can do

Assistants can view, create, edit and delete in:

• Contacts (search by email only, not the full list), tags and pipelines.
• Calendar.
• Blogs, sales funnels and creator store.
• Newsletters, campaigns and email statistics.
• Automation rules and workflows.
• Physical products, coupons, courses, course bundles and communities.
• Files and orders.
• Transactions and subscriptions (search by email only).
• These settings: Account, Emails, Courses, Sales funnels and Notifications.

Make an assistant an admin

1. Click the three dots next to their name and choose Edit role.
2. Choose Admin and click Save. An admin icon appears next to their email.

Admins have everything assistants have, plus:

• Revenue, the full contact list, transaction history and students. Admins can view the contact list but not export it. Only you can.
• Payment settings (taxes, pricing and invoice footers), public API keys, webhooks, workspace members, notifications and integrations such as Zoom, Google Meet, Google Sheets and Google Calendar.

Only you, the account owner, can access

• Your profile.
• My plan.
• Payment gateways, such as Stripe and PayPal.
• Manage my subscriptions.
• Shipping settings.
• Custom domains.

Remove an assistant

Click the three dots next to their name and choose Delete.