The team: how you invite a colleague and what each role can do

Your account can be used by several people, each with their own password and a role that says what they are allowed to do. It is all handled from Echipă, in the Contul block of the left-hand menu.

How many people can come in

The number of seats comes from your plan: one on Free, two on Starter, five on Growth, no ceiling on Pro. The Echipă screen shows the counter above the invite button, for example „2 din 2 locuri ocupate”, so you know in advance whether you still have room. One seat means one person, whatever their role: someone with view-only access takes a seat just like an editor.

When the seats are full, the „Invită un coleg” button stops working. You have two ways out: move to a larger plan, or revoke someone's access.

How you invite someone

1. Echipă, the „Invită un coleg” button
2. You type the email address and, if you want, the name
3. You pick the role: Editor (offered by default) or Vizualizare
4. „Trimite invitația”

The person gets an email from ClevMail, with the subject „Ai fost invitat în ClevMail”, written in both Romanian and English. From the link in that email they choose their password and go straight into your account. Until then they have access to nothing. Their username is the very address the invitation went to: the login screen asks for the address and the password, there is no separate username. If you invited them from clevmail.ro the app opens in Romanian for them; from clevmail.eu, in English.

If the address already has a ClevMail account with another client, the invitation is refused with a message saying so. Write to us and we will link the existing account to yours.

The three roles

• Vizualizare: sees everything, meaning campaigns, contacts and reports. Can search and export. Changes nothing and sends nothing
• Editor: writes and sends campaigns, handles contacts, tags, segments, flows and materials. Can change the sender name
• Proprietar: everything an editor does, plus the five things below

Five things stay with the owner alone:

• the team: who comes in, with what role, whose access is revoked
• the subscription and billing
• deleting the account
• the sender address (an editor can change the name, not the address)
• the account switches: two-step subscription confirmation, captcha on forms, turning the AI assistant on

An editor who tries one of them gets a clear refusal, with an explanation. A user with view-only access does not see the writing buttons at all.

A second owner

From Echipă you can only give Editor or Vizualizare. If you want a partner to have full rights as well, write to us and we will make them an owner.

How you revoke someone's access

In the Echipă list, every member has a button for revoking access. The person can no longer get in from that moment, and the seat is freed. Two limits, both there for a reason: you cannot revoke your own access, and the account's only owner cannot be removed, so the account never ends up with nobody to administer it.

If you moved down to a plan with fewer seats

People stay in the account, but the counter shows the overage, for example „3 persoane pe 2 locuri, cu 1 peste cât include planul”. You cannot invite anyone new until you revoke someone's access or go back to the larger plan.

Frequently asked

My colleague did not get the invitation email. Check the spam folder and the address you typed. A second invitation to the same address is refused, because their identity already exists from the first one. If the email still does not arrive, write to us.

What username does my colleague have, when the browser asks whether to save the password? The email address the invitation went to. That is also what the login screen asks for, together with the password they chose.

My colleague opened the email late and the link says it is invalid or expired. Invitation links have a limited lifetime, but a new invitation is not needed: on the login page press „Ai uitat parola”, with the same address, and they get a fresh link. Their seat in the team stays.

Can I change someone's role after inviting them? Not from Echipă, so write to us with their address and the role you want.

Who can see the team list? Every member of the account sees it. Only the owner can change anything in it.

The counter says 0 seats taken, even though I am in the account. The counter counts the people holding a seat on this client. If you come in through an agency account that oversees several clients, you take no seat at any of them.