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Everyone who works in your workspace needs their own login. You add them by sending an email invitation and choosing what they can do. Team members live under Workspace Settings → Team Members, which only workspace admins can open; a Member or Viewer can’t reach the settings area at all.

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Invite someone

There is no way to create a login for someone else or add an existing user directly. Everyone joins by accepting an emailed invitation, so the person who joins owns their own password.
1

Open Team Members

Go to Workspace Settings → Team Members and select Invite member.The Team Members page listing three members with their email, role and join date, with the Invite member button highlighted
2

Enter their email address

Use the address they’ll sign in with. The invitation goes to that address.
3

Pick a role

Choose Admin, Member or Viewer (see below). If you’ve built a custom role, you can pick it under Custom role instead; leave it on None — use the base role above to stick with the base role.The Invite member window, with an email address entered and the Admin, Member and Viewer roles
4

Send it

Select Invite. The invitation appears at the top of the members list with a Pending badge until they accept.
Without a custom role, a new member joins with their base role’s full access. The invite form has no other access controls.

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Fine-tune a member’s access

Once they’ve joined, open the menu on their row and choose Edit role. There you can:
  • Tick the Profiles they can work with.
  • Tick Can approve broadcasts to let them approve scheduled broadcasts before they send. The members list shows this in its Can approve column.
  • Under Access restrictions, tick Mask contact phone numbers, Mask contact email addresses, No Inbox module access, No Appointments module access, No Broadcast module access, No Automation module access or No Report module access.
The Edit role window for a member, scrolled to the Profiles list, Can approve broadcasts and the Access restrictions checkboxes, which are highlighted Can approve broadcasts and Access restrictions are hidden when a custom role is picked, because the role then defines the member’s access.

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The three roles

Every team member has one of three base roles.

Admin

Can access and edit everything, including settings, billing and the team itself.

Member

The everyday operator role: they work the inbox, contacts, their own appointments and campaigns. They can’t change how the workspace is set up, and some actions stay with admins: deleting, importing or exporting contacts, contact documents, approving or deleting broadcasts, deleting automations or templates, seeing or editing other staff’s appointments, working hours and appointment settings, refunds and finance settings, report export, channels and API keys, the team and the audit log.

Viewer

Read-only: they can view Offerings, Finance, Reputation, reports and logs, and they see full contact phone numbers and email addresses. In Appointments they see only bookings on their own staff row, and they can’t open the audit log. They cannot edit, send, or change configuration.
If a base role plus the Access restrictions checkboxes still isn’t granular enough, build a custom role with exactly the permissions you want and assign it when you invite. A custom role replaces the base role’s access, except for Admin, which always has full access regardless. See Roles and permissions, reachable from the Team Roles button in the Team Members panel.

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What uses up a seat

Your plan sets how many people can be in the workspace, and three things count against it:
  • People who have joined, the obvious one.
  • Invitations that have not been accepted yet. If you invite someone and they never accept, that seat stays used until you cancel the invitation.
  • Active appointment staff who have no login of their own. This is the one that catches people out. A stylist or practitioner you added purely so bookings can be assigned to them takes a seat exactly as a teammate does, even though they never sign in. Three unlinked staff on a five-seat plan leave you two seats for actual logins. Deactivating a staff member releases their seat.
When you’re full, the invite form shows Members limit reached. Max limit: N (N is your seat cap, add-ons included) and won’t send. Two ways out:

Cancel stale invitations

Free up seats people never claimed. See below.

Add capacity

Move to a plan with a higher limit, or buy an additional teammate add-on.
The limit depends on your plan. Check Plans for yours, or Add-ons to buy extra seats without changing plan.

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Cancel a pending invitation

Open the menu on the invitation’s row and select Cancel, then confirm. The link stops working and the seat is freed immediately.
You can’t change the role on an invitation that’s still pending. Cancel it and send a new one with the right role.

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Remove someone

Open the menu on their row and select the remove option, then confirm. They lose access to the workspace straight away, and the seat is freed. Two rows never show an actions menu:
  • Yourself. You can’t remove your own access or change your own role.
  • The workspace owner, who carries an Owner badge instead of a role badge.
There is no way to hand a workspace over to a new owner from within DMLY. If the owner is leaving the business, contact support before you remove their user; removing them does not transfer ownership.

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Next steps

Roles and permissions

Build a custom role with exactly the permissions you want.

Notifications

Choose which events alert your staff.

Plans

See what your plan includes.

Add-ons

Buy extra teammate seats on top of your plan.