Inviting and Managing Team Members

Learn how to invite media buyers to your team, monitor their performance, and manage their access in Wevion.

Prerequisites

• An Wevion account with Owner role

• An active subscription with available user slots (check your plan limits)

• The email address of the person you want to invite

How It Works

As an Owner, you can invite media buyers to join your workspace. Each team member gets their own isolated workspace where they can:

• Connect their own Meta accounts

• Create and manage campaigns

• View their own performance data

You, as the owner, can see all team members' data aggregated in your dashboard, drill down into individual member performance, and impersonate members to see the platform from their perspective.

Team member limits are set by your plan:

Need more? You can purchase extra user slots at €99/month each (see Adding Extra Team Member Slots).

Step-by-Step Guide

Inviting a New Team Member

1. Navigate to Teams in the left sidebar

2. Click the Invite Member button

3. Enter the team member's email address

4. The member will receive an invitation email with a link to create their account

5. Once they sign up, they'll appear in your team list as a Media Buyer

Viewing Team Member Performance

1. Navigate to Teams in the left sidebar

2. The team list shows each member with performance stats:

   • Total Spend — how much ad spend they've managed in the selected period

   • Active Campaigns — number of currently active campaigns

   • ROI — return on investment percentage

   • Conversions — total postback conversions

   • Revenue — total revenue generated

   • Profit — revenue minus spend

3. Use the date range and currency filters at the top to adjust the view

4. Members are sorted by spend (highest first) by default

Impersonating a Team Member

To see the platform from a specific team member's perspective:

1. Navigate to Teams

2. Click on the team member you want to impersonate

3. Click Impersonate

4. The platform will switch to that member's view

5. A notification banner indicates you're in impersonation mode

6. Click Exit Impersonation to return to your own view

Deactivating a Team Member

When a team member leaves your organization or no longer needs access:

1. Navigate to Teams

2. Find the team member you want to deactivate

3. Click the action menu (three dots) or deactivation button

4. Confirm the deactivation

What happens on deactivation:

• The member can no longer log in

• Their data (spend, campaigns, conversions) is preserved and remains visible in your reports

• Their connected Meta accounts remain in the system

• This action is reversible — you can reactivate the member later

Reactivating a Team Member

1. Navigate to Teams

2. Find the deactivated member (they'll be marked as inactive)

3. Click the reactivation option

4. The member can log in again and resume their work

Options and Configuration

FAQ

How many team members can I have? It depends on your plan: Starter includes 2, Professional includes 5, Enterprise includes 15. You can purchase extra slots at €99/month each.

What role does a new team member get? New team members are assigned the Media Buyer role. This gives them access to their own campaigns and data, but not to team management or billing.

Can I invite someone as an Owner? No. Each workspace has one Owner. The Owner is the person who created the workspace and holds the subscription. To transfer ownership, see Transferring Workspace Ownership.

Can a team member see other team members? No. Media Buyers can only see their own data. They cannot see other team members or their campaigns.

What happens to a member's data if I remove them? Their data is never deleted. All historical spend, campaigns, and conversions remain in your reports. The member simply loses login access.

Do team members need to connect their own Meta accounts? Yes. Each media buyer connects their own Meta accounts through the OAuth flow. The owner can see which ad accounts are connected to each member.

Can I assign specific ad accounts to team members? Ad accounts are linked to the Meta user that connected them. If a media buyer connects a Meta user with access to specific ad accounts, those accounts are associated with that member's workspace.

Related Articles

• Roles and Permissions — Who Can Do What

• Adding Extra Team Member Slots

• Plans and Pricing — Choosing the Right Plan

• Inviting Your First Team Member