Team Members & Invitations

Build your team by inviting members to your COD Rocket business. Each member gets a role that determines what they can see and do.

How to invite a team member

1. Go to Settings > Members.
2. Click Invite Member.
3. Enter the member's email address.
4. Select a role (Admin, Manager, Support Agent, or a custom role).
5. Click Send Invitation.
6. The member receives an email with a link to accept.
7. Once accepted, they can log in and access the dashboard based on their role.

Managing members

• Resend invitation — If they didn't receive it.
• Cancel invitation — Remove a pending invite.
• Change role — Update a member's permissions anytime.
• Remove member — Revoke access immediately.
• Transfer ownership — Make someone else the business owner.

Creating custom roles

1. Go to Settings > Roles.
2. Click Create Role.
3. Name the role and configure permissions for each module:

1. Click Save.

Frequently Asked Questions

How many team members can I invite?

The number depends on your subscription plan.

Can I change someone's role after they join?

Yes, update roles anytime from the Members page.