Termly lets account owners invite additional team members to collaborate on consent banners, policies, and compliance settings. This article explains how to add a user, assign roles, and troubleshoot common issues.
Before you begin: Only the Account Owner can add new users. Make sure you are logged in with the owner account before following these steps.
Steps to add a user
Step 1: Go to Users
Click your profile icon in the top-right corner of the Termly dashboard. From the dropdown menu, click Users under the Account section.
Step 2: Click "+Add New User"
On the Users page, you will see a list of existing users along with their role, website access, and invitation status. Click the +ADD NEW USER button in the top-right corner.
Step 3: Fill in the Add New User form
A modal dialog will appear. Fill in the following fields:
- Enter the user's email address in the Email field.
- Select a Role:
- Admin — Can modify subscriptions, account settings, and access all domains.
- Editor — Access to specific domains only.
- If you selected Editor, use the Select domain access dropdown to choose which domains the user can access.
- Click Save
After saving, the invited user will receive an email with a link to join your Termly account. Their status will appear as Pending until they accept the invitation.
Troubleshooting
User did not receive the invitation email
Ask the user to check their spam or junk folder. You can resend the invitation by clicking the pencil (edit) icon next to the user on the Users page.
The "+ Add New User" button is not visible
Only the Account Owner can add users. If you do not see the button, you may not have the required permissions. Contact your Account Owner for access.
Cannot select domain access
The Select domain access dropdown is only available when the Editor role is selected. If you selected Admin, domain access is automatically set to all websites.