How to Add a Team Member
Invite an employee to help run your Pilotbot accounts, give them a role, and control exactly which accounts they can see.
Pilotbot Team
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If you run your P2P business with help, you can add team members to Pilotbot and give each one a scoped level of access. As the owner you stay in full control — you choose each person's role and which accounts they can touch.
Who Can Add Team Members
Adding team members is an owner action, and the number you can add depends on your plan. Team seats scale up with higher plans; see plans and limits for the exact numbers per plan.
Step 1 — Open the Team Section
In the dashboard, open the Team area from your account settings. This is where you invite people and manage their access.
Step 2 — Invite the Person
Send an invite to the person you want to add. They accept the invite to join your workspace — they don't get access to anything until you assign it.
Step 3 — Choose Their Role
Pick the role that matches what they should be able to do — for example a Trader who can turn ads on and off, a Manager with broader control, or a read-only Viewer/Auditor. Each role has a clear, fixed set of permissions. See team roles explained.
Step 4 — Assign the Accounts
Grant access to the specific exchange accounts this person should work with. They only ever see the accounts you assign — nothing else in your workspace. See assigning account access.
What the Team Member Sees
Once they accept and you've assigned access, the team member signs in to their own account and sees only the accounts and actions their role and assignments allow. They never see your other accounts, billing, or team settings unless their role includes it.