---
title: "Adding Teammates"
slug: "adding-teammates-1"
tags: ["Reviews ", "Shopify Plus", "Adobe Commerce (Magento)", "BigCommerce", "WooCommerce", "Volusion", "Salesforce Commerce Cloud", "Custom"]
updated: 2026-10-06T14:59:54Z
published: 2026-10-06T14:59:54Z
canonical: "support.yotpo.com/adding-teammates-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.yotpo.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Adding Teammates

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## Goals and Outcomes

The **Teammates** section helps you collaborate with teammates on content generation, curation, and moderation across store pages in your Yotpo account.

In this article, you'll learn how to add and remove teammates from your Yotpo **Reviews**, **VUGC**, or **Loyalty** account, understand account roles, and manage account access.

## Roles and Permissions

Your Yotpo account has one **Owner**. In Yotpo, the previous **Admin** role is now called **Owner**. You can also assign a new **Admin** role to additional teammates. **Admins** have the same product and account permissions as the **Owner**.

The **Owner** is the user and email address that owns the Yotpo account. Each account can have only one Owner. Account ownership stays unique to one user and can only be transferred with the help of Support. Other teammates can be assigned the role of **Admin**, **Manager**, **Staff (Legacy)**, **Customer Service**, **Analyst**, or **Insights Only**.

For a full breakdown of account roles and permissions, see the table below.

> [!WARNING]
> Note
> 
> - The Yotpo **Owner** or **Admin** can designate up to one **Staff (Legacy)** member with permission to comment on reviews in emails.
> - Each staff member can only be associated with one Yotpo account. The same staff email address cannot be associated with multiple accounts.

| **Permission** | **Owner** | **Admin** | **Manager** | **Staff (Legacy)** | **Customer Service** | **Analyst** | **Insights Only** |
| --- | --- | --- | --- | --- | --- | --- | --- |
| Access to all enabled features according to your Yotpo plan. | √ | √ | √ | √ |  |  |  |
| Subscribe to Yotpo's email newsletter. | √ | √ | √ | √ | √ | √ |  |
| Receive notifications on system alerts. | √ | √ |  |  |  |  |  |
| Add or remove teammates or stores and manage store access. | √ | √ |  |  |  |  |  |
| Access and modify billing information. | √ | √ |  |  |  |  |  |
| View the account's API secret. | √ | √ |  |  |  |  |  |
| **Loyalty** |  |  |  |  |  |  |  |
| Access to Program Settings, Manage Program, Integrations, Widgets, and Communication. | √ | √ | √ | √ |  |  |  |
| Manage Loyalty customers - search, edit customer profiles, adjust points, and issue rewards. | √ | √ | √ | √ | √ |  |  |
| Import Loyalty points. | √ | √ | √ | √ | √ |  |  |
| Bulk Export Customers. | √ | √ | √ | √ |  |  |  |
| Loyalty Analytics (dashboards, program performance data) and Segments. | √ | √ | √ | √ |  | √ |  |
| **Reviews** |  |  |  |  |  |  |  |
| Access to Reviews Program Settings, Email Templates, Integrations, Widgets, and Analytics. | √ | √ | √ | √ |  |  |  |
| Moderate Reviews - approve, reject, and respond publicly and privately. | √ | √ | √ | √ | √ |  |  |
| Manage Reviews Q&A. | √ | √ | √ | √ | √ |  |  |
| Manage Bundle Reviews. | √ | √ | √ | √ | √ |  |  |
| Bulk Export Reviews. | √ | √ | √ | √ |  |  |  |
| Receive notifications for new Reviews. | √ | √ | √ | √ | √ |  |  |
| Receive notifications when a review is auto-published. | √ | √ | √ | √ | √ |  |  |
| Receive notifications for new Q&A submissions. | √ | √ | √ | √ | √ |  |  |
| Receive notifications for new comments on reviews. | √ | √ | √ | √ | √ |  |  |
| Exclusive access to Yotpo Consumer Insights. The Insights Only role is restricted solely to Yotpo Insights and does not allow access to the rest of the Yotpo workspace. |  |  |  |  |  |  | √ |
| Reviews Analytics (dashboards, aggregated reporting) and Insights menu. | √ | √ | √ | √ |  | √ |  |
| **Visual UGC** |  |  |  |  |  |  |  |
| Access to VUGC Settings. | √ | √ | √ | √ |  |  |  |
| Curate Visual UGC - approve, reject, edit tags, and manage albums. | √ | √ | √ | √ |  |  |  |
| VUGC Analytics | √ | √ | √ | √ |  | √ |  |
| Export/download aggregated reports. | √ | √ | √ | √ |  | √ |  |

## Users per Plan

Each Yotpo account can have a maximum of one account owner.

| Plan Type | Teammates allowed |
| --- | --- |
| Free | 0 |
| Starter | 0 |
| Pro | 6 |
| Premium | Unlimited |
| Enterprise | Unlimited |

## Inviting Teammates

Invite teammates to grow your team on Yotpo. Teammates receive an email invitation prompting them to create their own password and activate their account.

> [!CAUTION]
> Note
> 
> Only the **Owner** or an **Admin** can add new teammates.

Invite teammates to your Yotpo account. Teammates receive an email invitation prompting them to create a password and activate their account.

1. Log into Yotpo Reviews.
2. From the account menu in the bottom-left corner of your screen, select **Account Settings**.
3. Click on the **Teammates** menu**.**
4. In the Teammates section, click **Invite Teammate.**

![](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/1. Adding teammates.png?sv=2026-02-06&spr=https&st=2026-11-04T18%3A24%3A29Z&se=2026-11-04T19%3A24%3A29Z&sr=c&sp=r&sig=8Rtu2pSd8hxLuJl4EkcoyqkbORl%2FCfxhHFDHk3tjfDY%3D)
5. In the **Details** section, enter the full name and email address of the teammate you'd like to invite.
6. Select the user’s **Role**.

> [!CAUTION]
> **Note**
> 
> When changing a teammate’s role from **Staff (Legacy)** to **Admin**, the user may need to log out and log back in for their updated access to take effect.
  - If you select **Manager**, **Staff (Legacy)**, **Customer Service**, **Analyst**, or **Insights Only**, choose which stores the teammate can access.
  - If you select **Admin**, no store selection is needed because admins have access to all stores and settings by default.
7. Click **Send invite**.

> [!CAUTION]
> Note
> 
> Invites are valid for **48 hours** from the time they were sent.
> 
> You can resend invitations by clicking **Resend** in **Account Settings > Users**.

## Removing Teammates

To remove a teammate from your Yotpo account:

1. Log in to your Yotpo admin.
2. Click the **Account icon** ![](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/659a2515-1bc6-49cd-86ab-158d867d1af2.png?sv=2026-02-06&spr=https&st=2026-11-04T18%3A24%3A29Z&se=2026-11-04T19%3A24%3A29Z&sr=c&sp=r&sig=8Rtu2pSd8hxLuJl4EkcoyqkbORl%2FCfxhHFDHk3tjfDY%3D) in the upper right-hand corner of the Yotpo Admin.
3. Click **Account Settings.**
4. In the **Teammates** section, find the teammate you'd like to remove.
5. Click the three-dot menu (**⋮**) next to their name.
6. Click **Remove Teammate**.
7. In the confirmation popup, click **Remove**.

> [!CAUTION]
> Note
> 
> Teammates who were removed from your account will be automatically notified by email. Once removed, the teammate loses access to Yotpo. You can invite them again later if needed.

## Activating a New Account

To access Yotpo, teammates must first activate their account via the email invite sent by the **Owner** or an **Admin**.

1. Click **Accept invitation** in the invitation email.
2. Choose a password. The password must be at least six characters in length.
3. Confirm your password.
4. Click **Activate account**.

> [!CAUTION]
> Note
> 
> This account activation link will expire following account activation.

## Account Profile and Preferences

Personalize your Yotpo user profile to reflect your name, position, and email preferences.

![](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/2. Customize accounbt(3).png?sv=2026-02-06&spr=https&st=2026-11-04T18%3A24%3A29Z&se=2026-11-04T19%3A24%3A29Z&sr=c&sp=r&sig=8Rtu2pSd8hxLuJl4EkcoyqkbORl%2FCfxhHFDHk3tjfDY%3D)

> [!CAUTION]
> Note
> 
> Only the **Owner** or an **Admin** can grant access to store pages.

## Changing the Account Owner

The **Owner** is the user and email address that owns the Yotpo account.

Each Yotpo account can have only one **Owner**. Ownership cannot be reassigned within the account and can only be transferred with the help of Support.

If you need help with account ownership-related questions or transferring ownership, please contact our support team:

- For Yotpo Reviews support, click [here](https://reviews.yotpo.com/#/?modal=contact_support).
- For Yotpo Loyalty & Referrals support, click [here](https://loyalty.yotpo.com/contact-support).

## Email Preferences

Stay in control of your inbox by customizing which emails you receive from Yotpo. To manage your preferences, follow these steps:

1. Log in to your Yotpo admin.
2. Click the **Account** icon in the upper-right corner.
3. Select Teammates from the left-side menu.
4. On the right side of the **Teammates** page, you’ll find the **Email Preferences** section.

From there, you can easily choose the types of emails you'd like to receive and skip the ones you don’t by unchecking the respective checkbox.

![](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/3. email preferences(3).png?sv=2026-02-06&spr=https&st=2026-11-04T18%3A24%3A29Z&se=2026-11-04T19%3A24%3A29Z&sr=c&sp=r&sig=8Rtu2pSd8hxLuJl4EkcoyqkbORl%2FCfxhHFDHk3tjfDY%3D)

| Email | Description | Role |
| --- | --- | --- |
| System Notifications | Receive important notifications about your Yotpo account. This includes when a reviewer clicks the "Too Soon" button within a review request. | Owner, Admin |
| Newsletter | Receive email updates about new Yotpo features available for your account. | Owner, Admin, Manager, Staff (Legacy), Customer Service, Analyst |
| Reviews Notifications | Receive email updates when you get new reviews based on star rating. | Owner, Admin, Manager, Staff (Legacy), Customer Service |
| Auto-publish Review Notifications | Receive email updates when you have reviews scheduled to auto-publish. | Owner, Admin, Manager, Staff (Legacy), Customer Service |
| Q&A | Receive email updates when customers ask or answer questions. | Owner, Admin, Manager, Staff (Legacy), Customer Service |

> [!CAUTION]
> Note
> 
> The Yotpo **Owner****/Admin** can designate up to 1 **Staff (Legacy)** member with permission to comment on reviews in emails.

## Unblocking a User

When our Multi-Factor Authentication (MFA) system detects login issues for a specific user, it locks them out of the account.

> [!TIP]
> Tip
> 
> To learn more about Multi-Factor Authentication (MFA), see [Signing into Your Yotpo Account Using Multi-Factor Authentication (MFA)](/v1/docs/signing-into-your-yotpo-account-using-multi-factor-authentication-mfa).

To unlock the account access for the user:

1. In your Yotpo main menu, click the Profile icon in the top right corner and go to **Account Settings** > [**Teammates**](https://settings.yotpo.com/#/teammates).
2. You will see a lock icon on that user’s profile. Click the three dots icon (⋮) next to the user’s name and select **Unblock teammate**. The user will now be able to sign in to their account using MFA.

![](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/Unblicking.png?sv=2026-02-06&spr=https&st=2026-11-04T18%3A24%3A29Z&se=2026-11-04T19%3A24%3A29Z&sr=c&sp=r&sig=8Rtu2pSd8hxLuJl4EkcoyqkbORl%2FCfxhHFDHk3tjfDY%3D)