Collaborate with your team securely
Invite assistants, assign custom roles, and delegate tasks without ever sharing your passwords
What is team management in systeme.io?
systeme.io includes a built-in workspace feature that lets you collaborate with your team without sharing passwords. You can invite assistants, assign them custom roles, and easily delegate tasks like funnel building and email marketing. Keep your sensitive revenue data hidden, switch between multiple client accounts instantly, and revoke access at any time.
Scale your business with secure team access
Invite team members to your workspace in seconds
Delegate funnel building and email marketing safely
Protect your sensitive data with custom permission levels
Switch between workspaces instantly from one dashboard
Revoke access immediately when a team member leaves
Invite team members in seconds
Send a secure email invitation to your assistants or freelancers, allowing them to join your workspace safely using their own systeme.io account
Assign specific roles and permissions
Choose the assistant role for safe, restricted access to build funnels and courses, or grant admin rights to team leaders for deeper management
Switch between workspaces instantly
Once invited, your team members can jump between different client accounts or workspaces directly from a simple dropdown menu in their dashboard
Protect your sensitive data
Even with full admin access, your personal profile, subscription plan, affiliate payouts, and payment gateways remain completely hidden. If a team member leaves your company, you can revoke their access instantly with a single click, ensuring your business is always protected
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Frequently asked questions about team management on systeme.io
Systeme.io allows you to grant access to your workspace to team members, assistants, or freelancers without ever sharing your personal login credentials. You can delegate tasks like building funnels, managing emails, or supporting students while keeping full ownership and control over your account settings and billing.
Yes. An assistant can create, read, and update most of your data (funnels, courses, emails) but cannot see your total revenue, transaction history, or export your full contact list. An admin has broader access, including viewing revenue and managing integrations, but is still restricted from accessing your personal profile, payment gateways, or changing your systeme.io subscription.
No. Your sensitive data is protected by design. Even with admin privileges, team members cannot access your personal profile details, your connected payment gateways (like Stripe or PayPal), or your systeme.io billing information. This ensures your financial setup remains private and secure at all times.
Unlike many competitors who charge "per seat" or "per user," systeme.io includes team management in its paid plans at no extra cost. The number of assistants you can invite depends on your specific plan (Startup, Webinar, or Unlimited), allowing you to scale your team without increasing your monthly bill.
Yes. This feature is ideal for agencies. Once you are invited as a member to a client's workspace, you can easily switch between your own account and your clients' accounts using the workspace dropdown menu in your dashboard. You can manage everything from one place without constantly logging in and out.
Last updated: April 2026
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