Team Management Overview
Substy's team management system lets you invite employees, assign roles with specific permissions, and organize your workforce across creators. You can access Team Management from the left sidebar under Settings.
Understanding Roles in Substy
Admin
The Admin role provides full, unrestricted access to every feature in the Substy dashboard. Admins can access billing, wallet management, team management, creator management, all settings pages, and receive low balance notifications.
Team Leader
The Team Leader role is designed for supervisors who need to manage people and workflows but should not have access to financial settings. Cannot access billing, wallet, subscription, or payment settings.
Chatter
The Chatter role is the most restricted, designed for team members whose primary job is chatting with fans. Chatters can only view and interact with creators they are assigned to.
How to Invite Team Members
Navigate to Team Management from the left sidebar under Settings.
Click the invite button to open the invitation form.
Enter the person's email address and select their role.
Send the invitation. The person will receive an email with instructions to join your agency.
Configuring Employee Settings
Commission Rate — Set a custom commission rate for each employee.
Hourly Wage — Used in shift reports and performance tracking.
Custom Emoji Sets — Assign custom emoji sets to individual employees.
Creator Assignments — Assign employees to specific creators.
Plan Requirements for Team Management
On the Free plan, you are limited to a single dashboard seat. To invite additional team members, you need to upgrade to Pro or Elite, both of which offer unlimited dashboard seats.
Related Articles
Employee Statistics Overview
Schedule Overview
Billing Page: Tabs and Features