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Adding team members

Learn how to invite other team members to your B12 account and manage their access.

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Written by: Meredith
Last updated: 14 Nov., 2025
   This feature is available to customers with at least one Client Engagement Seat, including the Professional and Advanced plans. View plans and pricing here.

Team is a user management feature that enables you to invite other team members to your B12 account and manage their access, allowing them to collaborate, delegate, and run their business more easily in a shared space.

Adding team members

1. In the left sidebar menu, click team Team.

2. To add someone new, click invite team member Invite team member.

3. Enter the team member’s first name, last name, and email address. 

  • Check the boxes for the permissions you want to grant, such as:

    • Manage website and content

    • Manage account, subscription, and team members

  • If needed, add an additional seat from this screen ($29/month).

4. Click Send invite to confirm.

Your invited team member will receive an invitation to your B12 team after you click the Send invite button. They will be displayed in your team list with an Invite sent status.

Invited team members will be prompted to fill in a password to complete the account creation process. You will receive an email notification when the team member accepts your invitation. 

Troubleshooting Steps

Error when sending an invite

Currently, if an email address is already being used with another account, you cannot invite that user as an additional account.

As a workaround, we suggest the following:

    • Check with those whom you’re going to invite to see if they’ve ever registered with B12 before you send them an invite.
    • If they have, use an alternative email to invite them, or augment the email they have (ie, add a +1 or something after the address → so sample@gmail.com becomes sample+1@gmail.com).
      • This will be counted as a new email in our system, but it will still send information to their original address. (Not all email providers support this feature.)

Error when accepting an invite

If you encounter an error accepting an invite, try the following steps:

1. Open the invite link in an Incognito or Private browsing window.

2. Have the account administrator re-send the invite email.

If  you or the person you’ve invited is encountering issues, they can contact our Customer Success team at hello@b12.io or use the Live Chat to reach a live support specialist during support hours or leave a message after hours. 

Changing a team member's permissions

1. Click on the team member row in the table.

2. Select or deselect specific permissions.

3. Click Save permissions.

Resending or cancelling team member invitation

1. Click on the team member row in the table.

2. Click on the gear cogwheel dark gear icon and select Resend invitation or Cancel invitation.

3. A confirmation window will display. Click the Continue button.

Deactivating a team member

1. Click on the team member row in the table.

2. Click on the gear cogwheel dark gear icon and select Deactivate.

3. A confirmation window will display. Click the Continue button.