This guide walks you through inviting new team members, managing invitations, and updating member access. You’ll be able to:
Invite a new team member
Assign a role (Admin or Editor)
Resend or delete pending invitations
Transfer quizzes when inviting someone with an existing Interact account
Remove a team member from your account
Before you start
Make sure you have the following:
An active Interact account
Access to your Interact dashboard
An Admin role (Admins can change roles or remove team members)
An available seat on your subscription plan
The email address of the person you want to invite
Note: Check your available seats based on your subscription plan (Lite: 2 seats, Growth: 5 seats, Pro: 10 seats).
Step 1. Access the Team page
Log in to your Interact dashboard.
Click Team in the main menu.
Step 2. Start a new invitation
From the Team page, click Invite to invite a new team member.
Step 3. Confirm you have an available seat
Before you send an invite, confirm you have an available seat on your current plan.
Note: Seat availability depends on your subscription plan (Lite: 2 seats, Growth: 5 seats, Pro: 10 seats).
Step 4. Enter team member details
Enter the email address of the person you want to invite.
⚠️ Important: You cannot invite a user to your team if they already have their own paid Interact subscription.
If they want to join your team, they must either:
Cancel their existing subscription, or
Use a different email address that is not associated with a paid Interact account. (help.tryinteract.com)
2. Select their role:
Editor: Has access to all quizzes and integrations.
Admin: Has full access to everything in the account.
3. Click Send Invite.
Step 5. Manage invitation status and member access
Pending invitations appear under Invitations. Once the user accepts, they appear under Members.
The invited user will receive an email invitation and will need to click Accept Invitation.
After accepting, they’ll be taken to the login page to create their account and then accept the invitation again.
The new team member will now be able to access your Interact dashboard.
Once the user accepts the invitation, they will appear under Members.
Managing Invitations
Click the three dots next to a pending invitation to:
Resend the invitation
Delete the invitation
Changing Roles or Removing Access
To manage an existing team member:
Navigate to Team in your dashboard.
Find the team member under Members.
Click the three dots next to their email.
From here you can:
Change their role (Admin or Editor)
Remove them from the team.
⚠️ Important: All Admins can change roles or remove team members.
Step 6. Accept the invitation (existing Interact account)
If you’re inviting a team member who already has an Interact account, follow Steps 1–5 to send the invitation.
The invited user will receive an email asking them to accept the invitation.
After clicking Accept Invitation, they will be asked to select which quizzes they want to transfer to the new team account.
Step 7. Transfer quizzes (invited user)
Select the quizzes you would like to transfer to the new team account.
Hit accept invite.
⚠️ Note:
Any quizzes that are not transferred during this process will be deleted.
The transferred quizzes will appear under the team dashboard.
