GrowthOptix is built for collaboration. Whether you're working with finance, marketing, sales, or support teams, you can easily manage who has access to your organization’s data by adding or removing collaborators with just a few clicks.
Add a New Collaborator
To invite someone to your GrowthOptix organization:
Go to your Profile icon → Settings
Navigate to the People section.
Click + Add New Collaborator
Enter their email address.
Select the appropriate role from the dropdown.
Click Send Invite
The invited person will receive an email with a secure link to join your organization. Once they accept, you’ll receive a confirmation.
Available Roles and Access
When inviting a collaborator, you can assign one of the following roles:
Admin
Data Scientist
Marketer
Accountant Sales Rep
Customer Service Rep
You can modify a collaborator’s role or remove them at any time via the People tab in Settings.
Remove a Collaborator
To remove someone from your team:
Go to Settings → People
Find the collaborator in the list.
Click the "Remove" option next to their name.
Confirm the action.
Once removed, the user will no longer have access to the organization’s data.
Working with Multiple Organizations?
If you manage more than one organization in GrowthOptix, make sure you’re in the correct one before adding or removing team members. You can switch organizations from the top-right menu in your dashboard.
Build Your Growth Team in Minutes
Managing access in GrowthOptix is fast, secure, and flexible.
Log in to GrowthOptix and invite your team today.