Team members
Multi-member login enables you to provide access to additional users for your ConvertAPI account, allowing for effective and secure management. You can assign varying permission levels to various users, who can then access your ConvertAPI account using their own personal credentials.
To invite a team member to access and manage your account, please go to the Team Members page on your account dashboard. Once there, simply enter the email address of the person you wish to invite and specify their role with the relevant permissions. An invitation will be sent to their email instantly. An account can be accessed by up to 5 team members with the following roles:
- Owner
- Admin
- Developer
- Finance
Let's review how those roles can be useful and what they have access to.
Owner role
The initial account creator is assigned the Owner role, which grants complete control over the account. This includes the ability to invite additional members. Only users with the Owner role have the authority to delete the account.
Admin role
The Admin role within the system is designed to provide comprehensive administrative capabilities, similar to those granted to the Owner. Users with this role can perform almost all actions that an Owner can, such as modifying settings, managing permissions, and inviting new members. However, the key distinction lies in the restriction that Admin users do not have the authority to delete the account. This limitation ensures that the ultimate control over the account's existence and termination remains exclusively with the Owner.
Developer role
The Developer role is designed to empower users with substantial access to critical functionalities required for software development and integration. Users assigned the Developer role have the ability to access your account's API Tokens, as well as the capability to generate new and delete existing authentication tokens. Additionally, those with the Developer role have access to the API Tools section, including the interactive demo tool and other areas essential for integrating and testing our services. This role is tailored to support the technical needs while maintaining rigorous security standards.
Finance role
The Finance role is specifically designed to handle financial operations within the platform. This role grants users the authority to manage subscription plans, including purchasing, upgrading, and downgrading plans. Users can also pay invoices and modify company information for billing purposes. Additionally, the Finance role provides access to contractual agreements, ensuring that financial representatives can review and manage legal and fiscal documentation as needed. Moreover, this role enables access to usage statistics, offering valuable insights into consumption volumes. This information is crucial for making informed decisions about the most appropriate subscription package for the organization's needs. This role is essential for users who manage the financial aspects of the service, combining operational control with strategic access to usage data.
Inviting a colleague who already has an account
If you attempt to invite a colleague to your organization’s account and receive an error message indicating that a user with the provided email address already exists, this means your colleague has previously created their own account. To resolve this:
- Ask Your Colleague to Delete Their Existing Account:
Share the following link with your colleague and instruct them to delete their personal account: Danger Zone – Delete Account
- Re-Invite Them to Your Organization’s Account:
Once your colleague has removed their old account, you can send a new invitation. They’ll now be able to join under your organization’s account without encountering any error messages.
This ensures that your colleague becomes properly associated with your organizational account and gains all the access privileges and functionalities that come with it.
Updated on: 16/12/2025
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