Quick Answer
Add team members from Dashboard > Account Settings > My Team. Enter their email, select a role (View-Only, Content Manager, or Admin), and send the invitation. They have 72 hours to accept and will then be able to help manage your organization listing based on their role.
Overview
Running a business means delegating tasks. The Teams feature lets you grant access to employees, assistants, or partners who can help manage your Heritage Web organization listing—responding to inquiries, updating business information, or monitoring leads.
Step-by-Step Instructions
Step 1: Access Team Settings
Log into your Heritage Web Dashboard
Click Account Settings in the navigation
Select My Team
Step 2: Check Available Slots
Look at your team slot indicator:
Free listings: 1 team member included
Sponsor listings: 3 team members per sponsor listing
Step 3: Add a Team Member
Click Add Team Member
Enter their email address
Select their role:
View-Only: Can view everything, edit nothing
Content Manager: Can edit listings and respond to messages
Admin: Full access including lead purchases and pro bono acceptance
Choose access duration:
Until Canceled: Permanent access until you remove it
Set Expiration: Access ends on a specific date
Step 4: Send the Invitation
Click to send the invitation
They receive an email with 72 hours to accept
Once accepted, they can access your account via the account switcher
What Team Members Can Do
Content Manager Role
Edit all organization listing fields
Update business hours, locations, and services
Respond to inbox messages
Handle listing rejections and resubmit
Create multi-language content
Admin Role
Everything Content Manager can do, plus:
Purchase paid referral leads (charged to your payment method)
Accept pro bono cases (counts against your limit)
Manage payment methods
Important Notes
Invitations expire after 72 hours—resend if needed
Team members must verify their email before accepting
You can change someone's role anytime without re-inviting
Remove access instantly from the My Team page when needed
FAQs
Can my team member see other team members? No. For privacy, team members cannot see who else has access to the account. Only the account owner sees the full team list.
What if they already have a Heritage Web account? No problem. Existing users can be team members on your account while maintaining their own separate listings and account.
Can I add temporary access for a contractor? Yes. Use the "Set Expiration" option to grant access that automatically ends on a specific date.
Do team members get notification emails? Team members can view the inbox but notification emails are sent based on the Notifications tab configuration, which is separate from team access.