How to invite an assistant to your SystemeScale account
In this article, you will learn how to grant others access to your SystemeScale workspace as an assistant.
This feature is ideal for collaborating with colleagues or team members without sharing your login credentials.
What you will need
- A SystemeScale account
- The email address of the person you want to invite
Steps to follow to invite an assistant
Click on your profile picture, then go to Settings.
In the settings menu, click Workspace members, then click Invite.
In the Invite new assistant popup, enter the email address of the person you want to invite, then click Invite.
What happens after the invitation is sent?
The assistant will receive an email invitation to join your SystemeScale workspace.
They simply need to click the confirmation link in the email to access your workspace.
- If the assistant already has a SystemeScale account, they will be redirected to the login page.
- If they do not have an account, they will be prompted to create one by setting a password.
- Once logged in, assistants can switch between workspaces from the top-left menu in their dashboard.
Confirmation status
Assistants who have accepted the invitation will appear as Confirmed with a green checkmark.
Others will appear as Not confirmed.
Assistant access
Assistants can access and manage the workspace owner’s data, including creating, reading, updating, and deleting items in supported sections.
Here are examples of what assistants can access:
- Contacts, limited depending on permission level
- Tags
- Pipelines
- Calendar
- Blogs
- Sales funnels
- Creator store
- Newsletters
- Campaigns
- Email statistics
- Automation rules
- Workflows
- Physical products
- Coupons
- Courses
- Communities
- Files
- Orders
- Transactions, with visibility depending on permission level
- Subscriptions, with visibility depending on permission level
- Course bundles
Settings assistants may access
Depending on the role assigned, assistants may also access selected settings areas such as:
- Account
- Emails
- Courses
- Sales funnels
- Notifications
Give administrator access to an assistant
To grant administrator access to an assistant, click the three-dot menu next to the assistant’s name, then click Edit Role.
Choose the Admin role, then click Save.
Once granted, an admin icon will appear next to their email address, and a notification will confirm the change.
What extra access does an administrator have?
Admins have the same permissions as assistants, plus access to more sensitive data and advanced settings.
1. Access to sensitive data
Admins may be able to view:
- Revenue
- Full contact list
- Transaction history
- Students
2. Access to advanced settings
Admins may be able to manage advanced workspace settings such as:
- Payment-related tax and pricing settings
- Invoice footer settings
- Workspace members and assistant access
- Notifications
- Supported integrations
- Other workspace settings available to admin roles
Sections not accessible to assistants and administrators
Some sections are reserved for the account owner, even for administrators. These can include:
- Profile: Personal information of the account owner.
- My plan: Manage your SystemeScale subscription plan.
- Payment gateway: Add and manage payment gateways.
- Manage my subscriptions: View and cancel subscriptions.
- Shipping settings: Configure shipping options for physical products.
- Custom domains: Add, configure, or remove custom domains linked to the account.
How to revoke an assistant’s access to your workspace
To revoke an assistant’s access to your workspace, click the three-dot menu, then select Delete next to the assistant you wish to remove.
Related workspace and account guides
Use the related guides below to manage account settings, security, integrations, and support.