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How to add & manage team members to your Whop

Updated this week

Introduction

When scaling your Whop platform, it's crucial to manage team members with appropriate roles and permissions. This guide will help you understand the different roles available and how to assign them effectively.

Accessing Team Management

  1. Navigate to your Whop dashboard

  2. Scroll down to the Teams tab under admin settings

  3. Click Invite Team Member button on the top right

Role Types

1. Moderator Role

  • Lowest Access Level

  • Ideal for: Community managers and support personnel

  • Permissions:

    • Delete messages

    • Mute or ban members in chat

    • Delete comments and forms

  • Best for: Maintaining a clean, spam-free community

2. Sales Manager Role

  • Expanded Access

  • Includes all Moderator permissions, plus:

    • View users table

    • View payments table

    • Create checkout links

  • Ideal for: Marketing teams, affiliate managers, sales representatives

3. Admin Role

  • Comprehensive Access

  • Includes Sales Manager permissions, plus:

    • Access financing section (except payouts)

    • Manage products

    • Issue refunds

    • Manage marketing section

    • Handle waitlists

    • Invite moderators and sales managers

  • Best for: Team leads, marketing heads, community managers

4. Owner Role

  • Full Platform Control

  • Complete access to all platform features:

    • Payouts management

    • API keys

    • OAuth

    • Webhooks

    • Analytics

    • Invite other admins and owners

  • Recommended for: Founders, Co-founders, CTO, Finance leads

How to Assign Roles

  1. Enter team member's email address

  2. Select appropriate role from dropdown

  3. Click Invite

  4. Confirm by clicking Save

Best Practices

  • Assign the least privileged role necessary

  • Regularly review and adjust team member permissions

  • Limit owner role to key decision-makers

Note: Always ensure team members have only the access they need to perform their specific job functions.

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