Overview
OfferLab teams make it easy to collaborate across creators, partners, and managers while maintaining clear access controls. Every team member is assigned a role that defines what they can see and do. This article explains the three available roles and what each one can access or manage in your OfferLab team.
Team roles in OfferLab
There are three (3) roles on every OfferLab team:
Role | Description |
Owner | The person who created the team. Owners have full control across all areas of OfferLab, including billing and team settings. Each team can only have one Owner, and the role cannot be transferred. |
Admin | Trusted teammates who can manage members, invitations, and settings. Admins can edit roles, manage offers and funnels, and view all team data. |
Member | Contributors who can create and manage offers, funnels, and integrations. Members can collaborate on projects but cannot change team or payment settings. |
📝 Note: The Owner role is automatically assigned to the user who creates the team and cannot be transferred to another user.
Understanding role permissions
Here are the permissions assigned to a Member, Admin, or Owner:
Permission | Member | Admin | Owner |
Create and manage offers, funnels, products, and orders | ✓ | ✓ | ✓ |
Set up integrations | ✓ | ✓ | ✓ |
View all members | ✓ | ✓ | ✓ |
Invite new members |
| ✓ | ✓ |
Invite new Admins or Owners |
|
| ✓ |
Modify a team member’s role |
| ✓ | ✓ |
Remove a member |
| ✓ | ✓ |
Cancel an invitation |
| ✓ | ✓ |
View team commissions | ✓ | ✓ | ✓ |
View and manage team settings |
| ✓ | ✓ |
View and manage payment settings |
|
| ✓ |
Managing members and invitations
Viewing members
The Team members tab lists each teammate’s name, email, role, join date, and who invited them.
You can filter members by role (Owner, Admin, Member) or search by name.
Pending invites
When an Admin or Owner invites someone, they appear in the Pending invites tab until they accept.
Pending users show who invited them and when the invite was sent.
Admins and Owners can cancel or resend invitations at any time.
Owners and Admins can copy the invite link directly from the invite list.
Inviting new members
Select + Invite member.
Add one or more emails (use commas or press Enter to separate).
Choose a role for each invite before sending.
When sent, you’ll see a confirmation message like:
“3 members invited to [team name].”
Editing and removing members
Admins and Owners can change a member’s role using the dropdown next to their name.
To remove someone, select the ••• icon and choose Remove member.
The Owner role is locked and cannot be reassigned.
FAQs
Can I have more than one Owner?
No. Each team has only one Owner, and that role cannot be transferred.
Can I promote a Member to Admin?
Yes. Admins and Owners can change roles at any time using the dropdown menu.
What happens when I remove a member?
That user immediately loses access to the team workspace and all associated offers and funnels.
Do pending invites expire?
No, but Admins and Owners can cancel them manually.
Can I change who the Owner is later?
No. The Owner role is currently locked to the account that first created the team. If ownership transfer becomes available in the future, OfferLab will notify teams directly.
