Your Grassfed account can have more than one person in it. Users in the Settings rail ("Who can access this account") is the roster of everyone who can sign in — you, your assistant, a transaction coordinator, a partner agent — and it is where you add and remove them. The page subtitle says it plainly: "Everyone here can sign in to this account. Notifications control who gets emailed about replies and campaigns."
Owners and members
Everyone on the roster is one of two things.
Owner | Member | |
Campaigns, approvals, leads, inbox, settings | Yes | Yes |
See who else is on the account | Yes | Yes (read-only) |
Invite someone | Yes | No |
Remove someone | Yes | No |
Turn notifications on or off for someone else | Yes | No |
Turn notifications on or off for themselves | Yes | Yes |
Billing — payment history, card on file, tier upgrades | Yes | No |
A member is for someone who works your leads but has no business in your payment details: they get the whole portal except billing and this page. An owner can do everything you can, including inviting and removing people and spending money — give it out accordingly.
Your original login is an owner, and an account always keeps at least one.
Read the roster
Each person on the list shows:
Their email address, which is also how they sign in. Your own row is tagged You.
Owner or Member — their access level.
Invite sent while they have been invited but have not signed in yet. They still count as being on the account; the tag simply means they have not used their link.
A Notify switch — whether Grassfed emails that person about replies and campaigns.
An × to remove them (owners only).
Invite a teammate
Open Settings → Users.
In Invite someone, type their email address in the [email protected] field.
Choose their access level in the dropdown next to it — Member (the default) or Owner.
Select Send invite.
They are added to the roster straight away with an Invite sent tag, and Grassfed emails them a sign-in link — the same "Welcome to Grassfed — your sign-in link" email described in the email reference. Once they follow it they are in.
You will see one of three responses:
"Invite sent to address." — the row was created and the email went out.
"That doesn't look like an email address." — the address was rejected before anything was saved. Fix it and try again.
"address was added, but the invite email didn't go out …" — rare, and it means exactly what it says: they have access, but nobody told them. Invite the same address again to retry the email; re-inviting someone already on the roster does not create a second entry.
Choose who gets emailed
The Notify switch on each row is the one place that decides who hears from Grassfed. Switch it on for a person and they get the same reply alerts and campaign emails you do; switch it off and they can still sign in and work the portal, they just stop getting the mail. The change saves the moment you flip it — a "Notifications on." / "Notifications off." confirmation appears under the list.
Owners can flip anyone's switch. A member can flip only their own.
Which notifications go out — reply alerts, text alerts, the weekly digest — is still set on Notifications. The two pages answer different questions: Users answers who, Notifications answers what.
Note — Notify here is the coarse version
The Notify switch on this page is all-or-nothing: on means that person gets your notification email, off means they get none of it. Settings → Notifications breaks the same thing down per notification — a Who gets notified card with a Replies, Digest and Text switch on each person's row. The two stay in step automatically: switching Notify off here turns both email categories off there, and turning either category back on there switches Notify on again. There is still one roster, so the pages cannot disagree.
Sign-in and password email is never affected by these switches: password resets and sign-in links always go only to the person who asked for them.
Remove someone
Select the × on their row and confirm — the prompt names the person and warns that "They'll lose access to this account immediately." Access stops at once: their next page load in the portal sends them back to sign-in, and they drop off the notification list.
The × is disabled on the last remaining owner. An account with no owner is an account nobody can bill, invite, or manage, so Grassfed refuses to create one — hovering the disabled button explains it. To hand the account over, invite the new person as an Owner first, then remove the old one.
What a member sees
A member opening this page gets the roster and nothing else: no invite card, no ×, and every Notify switch locked except their own. A line under the list says so — "You can change your own notification setting here. Adding or removing people — and anything to do with billing — is handled by an account owner."
Note — Billing belongs to the owners
Billing does not appear in a member's Settings rail, and the card-on-file block is hidden from their Account page. A member who opens /portal/settings/billing directly gets a plain explanation — "Billing is handled by an account owner. You have full access to campaigns, leads and your inbox — payment details and invoices are kept to the owners of this account." — rather than an error. Paying to upgrade a campaign's tier is owner-only for the same reason: a member can see what an upgrade would cost, but not buy it.
When it's just you, or the list won't load
A brand-new account with nobody else on it reads "It's just you on this account right now.", and invites you to add a teammate below.
If the roster could not be read, the page shows "We couldn't load your team right now" with a Try again button. Nothing has changed when you see that — it is a display problem, not lost access.