Inviting Your Team

Proactiq is built for teams, not just solo operators

Every person on your team gets their own login, their own role, and access to exactly what they need — nothing more.

The four roles

• Owner — Full access to everything, including billing and workspace deletion. Only one per workspace.
• Admin — Can manage settings, invite members, run payroll, and access all modules.
• Manager — Can manage their team's data but can't change workspace settings.
• Member — Standard access to modules. Can't change settings or invite others.

Sending an invite

Go to Settings → Team. Enter your colleague's email, choose their role, and click Send invite. They receive an email with a link to set up their password and join your workspace directly.

Managing existing members

From the Team page you can see every member's role and status (Active, Invited, Suspended). Remove access by clicking the trash icon — they're immediately locked out on their next page load.