Editor X: Setting Up a Team Account to Collaborate and Share Your Libraries

3 min read
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Set up a Team Management account to collaborate and share your design libraries with teammates. 

In a Team Management account, you invite teammates and assign them roles and permissions that apply to all sites in your account. Teammates have access to your shared libraries no matter which roles you give them. To keep your work as secure and efficient as possible, each teammate creates their own separate login credentials. 
Important:

To set up a Team Management account:

  1. Join the Partner Program
  2. Log in to your account and click Partner Dashboard at the top.
  3. Click the Settings tab on the left.
  4. Click Set Up Team.
  5. Select a name and a logo for your team.
  6. Click Done.
  7. Click + Invite People at the top right to add your teammates. 
  8. Enter the email address(es) of your teammate(s).
    Note: To add multiple invitees, enter each email separated by a comma (,).
  9. Select the role(s) you'd like to assign to your teammate(s):
    Note: Click Create New Role at the bottom of the list to create a custom role.
    • General Roles:
      • Account Admin (Co-Owner): Can access the entire account, including billing, domains, and inviting people, but cannot close the account.
      • Website Manager: Can manage and edit sites, including settings, apps, and collaborators, but cannot edit payment info, delete or duplicate sites.
      • Website Designer: Can edit sites, manage settings and apps, but cannot access Inbox, contacts and other sensitive info.
      • Back Office Manager: Can access the Dashboard to manage site settings and apps but cannot edit the site.
    • Billing Roles:
      • Billing Manager: Can make purchases, manage subscriptions, add payment methods and connect domains.
      • Domain Manager: Can connect and manage domains but cannot make purchases.
    • Blog Roles:
      • Blog Editor: Can fully manage the blog but not other areas of your account.
      • Blog Writer: Can write blog posts but cannot create or manage categories.
    • Payments Roles:
      • Payments Admin: Has full access to manage a Wix Payments account as well as connecting third-party payment providers. This includes access to personal information, tax documents and bank details. They cannot edit, delete, or duplicate a site.
      • Financial Manager: Can manage funds in the account and view payments, payouts & settlement reports in Wix Payments. They can also issue refunds and dispute chargebacks. They cannot edit, delete, or duplicate a site.
      • Payments Options Manager: Can connect and manage payment methods under Wix Payments, as well as third-party payment providers. They cannot edit, delete, or duplicate a site.
      • Payments Manager: Can view and manage customer payments, but cannot edit, delete, or duplicate a site.
Invite people for roles menu,
  1. Click Send Invite.
Notes:
  • Once a teammate accepts your invitation, they create a personal user name and password which gives them access to all sites in your account.
  • When signing up for a new account, your teammates must use an email that isn't currently used to log in to a Wix or Editor X account. Learn More

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