> For the complete documentation index, see [llms.txt](https://docs.sellermagnet.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.sellermagnet.com/account-and-settings/team-roles-collaboration.md).

# Team Roles & Collaboration

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**Difficulty:** 🟢 Beginner · **Reading time:** \~7 min
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**Open this page in your dashboard:** [**Go to Account Settings →**](https://dashboard.sellermagnet.com/settings)
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## 📋 Overview

SellerMagnet organizes your data into a **project** (your workspace). A project holds your Amazon connections, settings, historical data, and tool configurations. This page explains how access to that workspace works today, how collaboration is structured under the hood, and the one customer-facing access feature you can use right now: **redeeming an access code**.

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**Read this first.** SellerMagnet does **not** currently offer a self-service "invite a teammate by email" screen in the dashboard. The sections below describe exactly what exists today and clearly mark anything that is staff-assisted or on the roadmap, so you always know what you can do on your own.
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***

## 👥 How Workspace Access Works Today

Each SellerMagnet login is an individual account with its own email, password, and two-factor authentication (2FA). A workspace (project) is owned by the account that created it.

| Concept                 | What it means                                                                                |
| ----------------------- | -------------------------------------------------------------------------------------------- |
| **Account**             | Your personal login (email + password + optional 2FA). Managed in **Settings > My Account**. |
| **Project (workspace)** | The container for your connections, data, settings, and tools.                               |
| **Owner**               | The account that created the project. The owner has full control of the workspace.           |

### Sharing access with a colleague today

If you need a colleague to work in the same data, the current supported approach is:

1. Each team member creates **their own SellerMagnet account** (their own email, password, and 2FA).
2. The accounts connect to the **same Amazon Seller Central account** so everyone sees the same orders, products, and analytics.
3. Each person manages their own login and security independently.

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This gives every person their own credentials and their own 2FA, rather than sharing one password. Sharing a single login across people is discouraged — there is no audit trail and it weakens account security.
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***

## 🧩 Project Roles (Underlying Model)

SellerMagnet has a **role model** built into the platform for future team collaboration. Today it is part of the foundation and is **not yet surfaced as a self-service screen in the dashboard** — it is included here so you understand how shared workspaces are designed to work.

| Role              | Intended capability                                                                 |
| ----------------- | ----------------------------------------------------------------------------------- |
| **Owner / Admin** | Full control: billing, connections, settings, and all tools.                        |
| **Member**        | Day-to-day use of the tools and data within the workspace.                          |
| **View-only**     | Can view dashboards and reports, but cannot make changes (tool writes are blocked). |

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**Roadmap, not a current dashboard feature.** A full team-management surface — inviting members by email, assigning these roles, and removing members from within Settings — is being built but is **not yet available** to customers. Until it ships, use the "each person, their own account" approach described above. We will update this page when the Team tab goes live.
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***

## 🎟️ Redeeming an Access Code

The one collaboration- and access-related action you **can** perform yourself today is **redeeming an access code** (also called a redemption code). SellerMagnet may issue a code as part of a promotion, an onboarding offer, or a win-back campaign.

### What a code does

A valid code adds plan or tool access to your **current project** — for example, extending your access or unlocking a specific tool for a period of time. The exact effect depends on the campaign the code belongs to.

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**Codes are issued by SellerMagnet.** You cannot generate codes yourself — they are created and distributed by the SellerMagnet team (for example, by your account manager or via a promotion). Your side of the flow is simply entering a code you have received.
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### Where to enter a code

1. Open **Manage Billing** from the dashboard (the billing area of your account).
2. Find the **Redeem a code** card.
3. Type or paste your code. Codes use the format `SM-XXXXX-XXXXX-XXXXX-XXXXX`.
4. Confirm. If the code is valid, the matching access is applied to your current project and a confirmation is shown.

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You may also reach the redeem field directly from the **Plans** page if your subscription has expired — this lets a win-back code restore access without going through a new checkout first.
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### Code format and behavior

| Detail                   | Behavior                                                                           |
| ------------------------ | ---------------------------------------------------------------------------------- |
| **Format**               | `SM-XXXXX-XXXXX-XXXXX-XXXXX` (uppercase letters and digits)                        |
| **Where applied**        | Your **current project** — switch to the right project first if you manage several |
| **Result**               | Adds plan/tool access per the campaign; a success message lists what was added     |
| **Invalid / used codes** | Rejected with a clear message; no charge and nothing is changed                    |

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A code applies to whichever project is **currently active** in your dashboard. If you manage multiple projects, make sure the correct one is selected (via the connection/project selector) before redeeming.
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***

## 🛡️ SellerMagnet Staff vs. Customer Roles

To avoid confusion, here is the clear line between what is **yours** and what is **internal to SellerMagnet**:

| Surface                                          | Who uses it        | Customer-facing?                      |
| ------------------------------------------------ | ------------------ | ------------------------------------- |
| **Account & security** (password, 2FA, deletion) | You                | ✅ Yes — Settings > My Account         |
| **Redeeming an access code**                     | You                | ✅ Yes — Manage Billing                |
| **Creating access codes / campaigns**            | SellerMagnet staff | ❌ No — internal tooling only          |
| **Internal staff dashboard / support tools**     | SellerMagnet staff | ❌ No — separate, staff-only system    |
| **Team invites & role assignment**               | You (future)       | 🔜 Roadmap — not yet in the dashboard |

***

## ✅ Best Practices

1. **One account per person.** Give every colleague their own login rather than sharing one — it is safer and keeps a clean trail.
2. **Enable 2FA everywhere.** Each account should have its own two-factor authentication enabled (Settings > My Account > Security).
3. **Select the right project before redeeming.** Access codes apply to the active project only.
4. **Keep codes private.** Treat an access code like a coupon — anyone with it can redeem it.

***

## ❓ FAQ

<details>

<summary><strong>Can I invite a teammate by email from Settings?</strong></summary>

Not yet. A self-service invite-and-roles screen is on the roadmap but is not currently available in the dashboard. For now, have each teammate create their own account and connect it to the same Amazon Seller Central account.

</details>

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<summary><strong>How do I give someone view-only access?</strong></summary>

View-only is part of the platform's underlying role model but is not yet exposed as a customer-facing setting. Until the Team feature ships, access is all-or-nothing per account. Contact support at <info@sellermagnet.com> if you have a specific multi-user need.

</details>

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<summary><strong>Where do I get an access code?</strong></summary>

Access codes are issued by SellerMagnet — for example through a promotion or by your account manager. You cannot create them yourself. If you believe you should have one, reach out to support or your contact at SellerMagnet.

</details>

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<summary><strong>My code says it is invalid or already used. What now?</strong></summary>

A code can be rejected because it was mistyped, has expired, was already redeemed, or was revoked. Re-check the characters (codes are uppercase), make sure the correct project is active, and contact support at <info@sellermagnet.com> if a code you were given still will not apply.

</details>

<details>

<summary><strong>Does redeeming a code charge my card?</strong></summary>

No. Redeeming a code applies access directly to your project. It does not start a charge by itself. (If you later choose a paid plan through normal checkout, that is a separate, clearly-confirmed step.)

</details>

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<summary><strong>Can multiple people use the same login at once?</strong></summary>

We strongly recommend against it. Shared logins remove any audit trail and weaken security. Each person should use their own account with their own 2FA.

</details>

***

<details>

<summary><strong>⚠️ Common Mistakes to Avoid</strong></summary>

| Mistake                               | Impact                                                   | Solution                                                       |
| ------------------------------------- | -------------------------------------------------------- | -------------------------------------------------------------- |
| Sharing one login across the team     | No audit trail; security risk                            | Each person creates their own account                          |
| Redeeming a code on the wrong project | Access lands on the wrong workspace                      | Switch to the correct project before redeeming                 |
| Expecting an email-invite screen      | Wasted time looking for a feature that is on the roadmap | Use the "own account, same Amazon connection" approach for now |
| Treating a code as reusable           | Codes can be single-use and expire                       | Redeem promptly; keep codes private                            |

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## ➡️ What's Next?

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[Account Settings](/account-and-settings/account-settings.md)
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[Plans & Billing](/resources/plans-and-billing.md)
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