How to add team members to your whop
1
Go to Team
Go to Dashboard > All tools > More > Team
2
Enable 2FA (recommended)
Toggle on Require 2FA to make sure all team members use secure login
3
Invite a team member
Select Invite team member in the top right corner
4
Enter their email
Enter the person’s email address in the Email field
5
Assign a role
Select their role from the Role dropdown menu
6
Send the invite
Select Invite
Roles and permissions overview
There are five pre-set roles you can assign to your team members, plus the ability to create your own custom roles:Owner
Full access to every feature, setting, and tool on the platform.- Manage payouts, withdrawals, and connected accounts
- View and manage API keys, OAuth, and Webhooks
- Edit company profile and legal settings
- View analytics and stats
- Invite and manage all team members, including other Owners
- Transfer ownership
- Manage crypto wallets
Operations
Everything an Owner can do, except:- No access to Payouts — can’t create or manage payout accounts, initiate withdrawals, or transfer funds
- No access to Developer tools — can’t create apps, manage API keys, OAuth, or webhooks
- No access to Analytics — can’t view stats on the dashboard home page
- Can’t edit company profile — can’t update company name, branding, or general settings (but can view them and manage legal info)
- No access to crypto wallets
Sales
A focused role with read and create access to sales-related features:- View the Members table and member emails
- View member and plan analytics
- View Payments (read only — can’t charge, refund, or manage disputes)
- View and create Plans
- View Promo codes and Tracking links
- View
Waitlists - Read and send messages in Chat and Forums
- View basic company info
Support
A focused role for community management and customer support:- Moderate Chat — delete messages, mute and ban members, and manage chat webhooks
- Moderate Livestreams — moderate livestream chat
- Manage Support tickets — view, create, and reply to support tickets
- Manage Courses — view and edit course content
- Manage Experiences — create, edit, and delete experiences
- Moderate content reward submissions
- Read and post in Chat and Forums
- View members, member emails, plans, products, tracking links, and waitlists
Advertiser
A narrow role specifically for running ad campaigns:- Create, view, and manage ad campaigns
- Log conversions and add credits
- View analytics and stats
- View company balance (required for ad spend)
Custom roles
You can also create fully custom roles with any combination of permissions. Go to Team and select Manage roles to create a new custom role and toggle individual permission groups on or off.Complete permissions breakdown
How to change team member roles
You can update anyone’s role at any time to give them more or less access.1
Go to Team
Go to Dashboard > All tools > More > Team
2
Find the team member
Find the team member in the members table
3
Change their role
Select the dropdown menu in their Role column
4
Select the new role
Select their new role
5
Save
Select Save
How to remove team members
1
Go to Team
Go to Dashboard > All tools > More > Team
2
Find the team member
Find the team member you want to remove
3
Open the menu
Select the three dots (︙) on the right side of their row
4
Remove them
Select Remove user
5
Confirm
Select the red Remove user button in the confirmation pop-up

