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How to Access Your Company Roles

The Company Access and Roles feature helps you manage your team inside the FOMO.ai app. You can see active members, assign roles, and control who can access company settings and content from here.

Updated over 3 months ago

A well-organized team setup ensures smooth collaboration, with each member having the right permissions to match their responsibilities.

Accessing Company Settings

To get started with company and role management:

  1. Navigate to the dropdown on the top left hand corner.

  2. Select View all companies.

  3. Find your company.

  4. Select Team Management to access your team’s roles.

Inside the Team Management section, you’ll see:

  • The number of active members.

  • The number of available seats.

  • A list of your team members.

Team members can be assigned one of three roles:

  • Owner - Full administrative permissions, including adding team members, editing roles, and managing payments.

  • Admin - Some administrative permissions, including adding team members.

  • Editor - No administrative permissions, this role is focused on content creation and collaboration.
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Adding Team Members

To add new team members:

1. Navigate to Team Management to access your team’s roles.

2. Enter an email address in the text box.

3. Your new team member will accept the email invite.

Managing Team Roles

Once you’ve set team roles, you can reassign by:

  • Navigate to Team Management through your settings.

  • Click the Edit Role button next to the role you want to change.

  • Press Update Role to finish.

Note: Only Owners and Admins can update another member's team role.

Changing Company Ownership

If you need to transfer ownership of your company, the current Owner can assign the Owner role to another team member at any time. This ensures continuity while giving full administrative control to the right person.

To change ownership:

  1. Navigate to Team Management in your company settings.

  2. Select the team member who should become the new Owner.

  3. Click Edit Role and assign them the Owner role.

  4. Once the new Owner accepts the updated permissions, they will gain full administrative control.

After ownership has been transferred:

  • The previous Owner can remove themselves from the company.

  • If they prefer, another Admin or the new Owner can remove them instead.

Deactivating an Account

If you no longer need access to your company workspace, you can deactivate your own account from within your settings. This removes you from the team and frees up your seat for someone else.

To deactivate your own account:

  1. Navigate to Team Management in your company settings.

  2. Locate your name in the member list.

  3. Open the Edit or three-dot menu next to your role.

  4. Select Deactivate or Remove Me From Company.

  5. Confirm the action to complete the deactivation.

After deactivation:

  • You will immediately lose access to the company and all associated tools.

  • An Admin or Owner can re-invite you later if you need to return.

Best Practices

  • Assign Carefully: Keep Owner permissions limited to maintain security.

  • Use Admins Wisely: Give Admin rights to trusted team members who manage people and projects.

  • Keep Editors Focused: Editors should concentrate on content production without distraction from admin controls.

  • Review Regularly: Audit roles to ensure they still match team responsibilities.

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