Managing Your Account & Team 👥

Quick Overview 📝

• ➕ Create Team Account: Accounts menu → "New Account" → Name it 💼
• 🔄 Switch Accounts: Click current account name, pick another.
• ✉️ Invite Members: Account Settings → Members → Invite Members → Email + role.
• ✅ Accept Invites: Invitee clicks link, signs in/up, and clicks Accept.
• 🔁 Resend/Cancel Invites: Invitations list → Resend or Cancel.
• 🔧 Manage Roles: Promote/demote or remove members from Members list.
• 🗑️ Delete Team Account: Owner only; Account Settings → Danger Zone.
• 👑 Ownership: Creator is owner; can transfer ownership in settings.

Creating a Team Account

If you want to collaborate with others (e.g. coworkers or clients), you can create a new team account. To do this, go to your Accounts menu (usually found in the top navigation or user dropdown) and choose "New Account". Provide a name for the new account (for example, your organization or project name). Once created, this will be a team account (as opposed to your personal account). By default, the creator is the owner and an admin of the new account. Team accounts allow inviting additional users. You can have multiple accounts and switch between them as needed.

Switching Accounts

If you belong to more than one account (e.g. your personal account and a team account), you can switch contexts easily. In the interface, your current account name might be shown at the top or in a menu. Click that to reveal other accounts you have access to. Selecting another account will switch your dashboard to that team's context. All campaigns, creatives, and settings are organized per account, so make sure you've switched to the correct account before creating or managing campaigns. (On the backend, switching accounts may change your subdomain or session to that account context, but this is handled automatically when you select from the menu.)

Inviting Team Members

To invite others to a team account, you must be an admin of that account. Navigate to the team's Account Settings or Members section. There will be an option to Invite Members. You'll need to enter the person's email address and (optionally) their name and assign a role. Common roles are Admin (full permissions) or Member (limited permissions) – the exact roles available may be predefined by Adwave (the system supports various roles via AccountUser::ROLES). When you send an invitation, Adwave emails a unique invite link to the person. The invitation will appear as "pending" in your Invitations list until the person accepts.

Accepting Invitations (for the invitee)

As described in Getting Started, the invitee should click the invite email link. If they sign up through that link, the system will automatically connect their new account to the team. If they already have an Adwave account, they'll be prompted to log in and accept the invite. Once accepted, they become a member of your team account with the role you assigned. Adwave will automatically remove the pending invitation entry and notify the inviter that the invite was accepted.

Resending or Canceling Invites

If an invited member didn't receive the email or lost it, you can resend the invitation. In the Invitations list for your team (Accounts → Invitations), find the pending invite and click Resend – this will re-send the invite email. If you no longer want to invite that person, you may also have the option to Cancel or delete the invitation; canceling will invalidate the invite link (the invitee will no longer be able to use it).

Managing Team Members

Once users have joined your team account, they will be listed as members. As an admin, you can see all members and their roles. You might be able to change a member's role (e.g., promote a member to Admin or restrict permissions) depending on Adwave's role management features. To remove a member from a team, look for a remove or delete option next to their name in the members list. When a member is removed, they will lose access to that team's campaigns (their personal account, if they have one, will remain intact). (Note: You cannot remove yourself if you are the sole owner of an account without transferring ownership. Also, you cannot delete your default personal account at all.)

Account Ownership and Deletion

The creator of a team account is the owner. Ownership can typically be transferred if needed (for example, if you are leaving an organization, you might give ownership to another user — this is done in the account settings). Only the owner can delete a team account. To delete a team account, ensure you are currently switched into that account, then find the Danger Zone or Delete Account option in that account's settings. Deleting an account will typically remove all campaigns and data for that team, so use caution. (Remember, you cannot delete your personal account, and you must remove or transfer all members before deleting a team account.)

Updated on: 13/06/2025