Team Management

As your coaching practice grows, you can add team members to help manage your Session site. Each role has different access levels.

Accessing Team Settings

Go to Team in the admin area (/admin/team) to manage your team.

Team Roles

Session has five roles with different capabilities:

Role	Access Level
Owner	Full access, billing, can delete site
Admin	Full admin access, can manage team
Editor	All content management, can view contacts
Instructor	Assigned collections only
Support	View contacts and memberships only

Role Details

Owner

• Full control of everything
• Access to billing and account settings
• Can delete the site
• Cannot be removed (only transferred)

Admin

• Manage team members
• Access all content and settings
• Cannot access billing or delete site

Editor

• Create and edit pages
• Manage collections
• View contacts and memberships
• Cannot manage team

Instructor

• Access only to assigned collections
• Can edit pages within those collections
• Limited visibility into contacts

Support

• View-only access to contacts and memberships
• Cannot edit content
• Useful for customer service roles

Adding Team Members

From Existing Contacts

1. Go to Team
2. Click Add Team Member
3. Start typing a name or email
4. Select from contact suggestions
5. Choose their role
6. Click Add Team Member

They're added immediately since they already have an account.

Inviting New People

1. Go to Team
2. Click Add Team Member
3. Enter their email address
4. Choose their role
5. Click Add Team Member

They'll receive an email invitation to join your team.

Managing Team Members

Changing Roles

1. Find the team member in the list
2. Click Edit
3. Select a new role
4. Click Save

Assigning Collections (Instructors)

For team members with the Instructor role:

1. Click Collections next to their name
2. Check the collections they should access
3. Click Save

Removing Team Members

1. Find the team member
2. Click Remove
3. Confirm the action

This revokes their admin access but keeps them as a regular contact.

Pending Invitations

Invitations that haven't been accepted appear in a separate section:

• Resend - Send the invitation email again
• Cancel - Revoke the invitation

Invitations expire after a set period.

API Keys

Team members can have API keys for integrations:

1. Click API Keys next to a team member
2. Click Create New Key
3. Name the key and set options:
   • Read-only - Can only read data, not modify
   • Collection scope - Limit to specific collections
4. Copy the key (shown only once)

Revoking API Keys

1. Click API Keys next to the team member
2. Find the key to revoke
3. Click Revoke

Best Practices

• Use the minimum role needed for each person's job
• Instructor role is great for guest experts who manage specific content
• Support role works well for virtual assistants handling member questions
• Review team access periodically and remove inactive members
• Create descriptive names for API keys so you remember what they're for