Inviting someone to help manage your business

For plenty of owners, the person who will actually work the dashboard is someone else: a spouse, an office manager, a marketing hire. Rather than passing your password around, you hand the business off properly: the other person gets their own sign-in, attached to the same business, and the history shows who did what.

In your dashboard, use the “Hand this off” button. Enter the person’s name and email, then pick how it travels:

• We send it. The registry emails them an invite with your business’s report and a link to set up their own sign-in.
• You send it. We prepare the message and a copyable link, and it goes from your own email instead.

They open the link, set their own email and password, and land on the same dashboard you see: the AI Score, the findings, the approvals queue. If you forwarded the link yourself rather than having us email it, they confirm their email address with a six-digit code first. It is a small check that the sign-in really belongs to that inbox.

A delegate can see and act on everything you can, with two exceptions: they cannot re-register the business under themselves, and they cannot cancel your billing. Ownership and the purse stay with you.

The People page in your dashboard lists everyone attached to the business: you, anyone you invited, and the people on our side who work on it. Each person on your team has their own switches for which emails they receive, so the office manager can get the approvals and not the billing.

Somebody who only receives approval links, with no account, shows there too, as an email row.

Full dashboard access is sometimes more than the job needs. If someone should only sign off on drafts such as posts and review replies, add them as an approver in your settings instead. They get their own approval links by email and never need an account.