Team members are people you invite to help build and manage the sites in your account. Each team member is assigned a role, which determines what they can do. You can use a default role or create a custom role with the permissions you choose. Team members also receive communications from Duda, such as product release notes.
Team members cannot change the account's billing information, such as the payment method or account plan.
Team members can be assigned to multiple accounts using the same email address. However, take note of the following:
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The same email cannot be used for both a team member and a client user in the same account.
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The account owner's email cannot be used to create a team member within the same account.
Once a team member has been invited, only the team member can change their email address, from their own account.
Note
Team members have access to all sites in your account. To limit someone's access to specific sites, add them as a client instead. For more information, see Manage Clients.
If you do not receive emails from Duda, please make sure to check your spam folder. If you still do not see the email, make sure to allowlist the IP 167.89.22.215 in your email provider's settings.
A redesigned Team Management screen is gradually being made available to all users. If the screen's title is Team Permissions, see Previous Team Permissions Screen.
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Log in to your account to access the Dashboard.
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In the top navigation bar, click Clients & Team, and then click Team Management.
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Click Invite Member, enter your team member's details, and assign a role. To create your own role, see Create a Custom Role. To add several team members at once, see Add Multiple Team Members.
To add multiple team members at once:
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On the Team members tab, click the Bulk Upload (
) icon.
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Click Download template and fill it in with your team members' details. Save the file in *.csv format (not *.xls).
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Drag the CSV file into the upload area, or click the upload area to select it.
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Click Import. The account setup email is sent to each team member as soon as the import completes.
To edit or remove a team member:
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Log in to your account to access the Dashboard.
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In the top navigation bar, click Clients & Team, and then click Team Management.
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On the Team members tab, click the three horizontal dot icon next to the team member.
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Select an option:
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Edit: Update the team member's name or assign a different role, then click Save.
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Remove Member: Click Remove Member again to confirm. A removed team member can no longer log in or access your account. If you want to assign a team member a different role, use Edit instead.
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A role determines what a team member can do in your account. You can assign one of the default roles, or create custom roles with the permissions you choose. For a description of each permission, see Permissions Reference.
You can create a custom role from scratch, or duplicate an existing role and adjust its permissions. You can also create a custom role while inviting or editing a team member by clicking Add custom role.
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Log in to your account to access the Dashboard.
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In the top navigation bar, click Clients & Team, and then click Team Management.
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Do one of the following:
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To start from scratch, click Create Custom Role.
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To start from an existing role, click the Roles & permissions tab, click the three horizontal dot icon next to the role, and then select Duplicate.
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Enter a role name. To choose an icon and color for the role, click the icon next to the role name.
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Select the permissions to include in the role. To find a specific permission, use the search field.
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Click Next, and then click Create role.
Note
Default roles cannot be edited. To customize a default role, duplicate it and edit the copy's permissions.
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Log in to your account to access the Dashboard.
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In the top navigation bar, click Clients & Team, and then click Team Management.
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Click the Roles & permissions tab.
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Click the three horizontal dot icon next to the role, and then select View (default roles) or Edit (custom roles).
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Log in to your account to access the Dashboard.
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In the top navigation bar, click Clients & Team, and then click Team Management.
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Click the Roles & permissions tab.
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Click the three horizontal dot icon next to the custom role, and then select an option:
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Edit: Update the role's name, icon, or permissions. Changes apply to all team members assigned to the role.
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Delete: Click Delete again to confirm. You cannot delete a role that has team members assigned to it. To delete the role, first assign those team members a different role. For more information, see Edit or Remove Team Members.
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Two-Step Verification (2SV) is a security measure that adds an extra layer of protection to your online accounts. By requiring both a password and a verification code, 2SV significantly reduces the risk of unauthorized access, enhancing the overall security posture of your account.
Note
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With 2FA enabled, 2FA only applies to users authenticating with their email and password.
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Google logins do not require 2FA, and using Single Sign-On (SSO) skips the 2FA flow.
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Two Step Verification code is required when team members change their account email or password.
Note
Only the account owner can turn on 2SV for team members, from their account settings. For more information, see Account Settings.
To set up 2SV as a team member:
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Initiate access point configuration:
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Existing Team Members will be prompted to set up 2SV upon their next sign-in within a set deadline of 7 days. After 7 days, you will not be able to access your dashboard until you set up 2SV.
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New Team Members will be prompted to set up 2SV upon your initial sign-in.
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Upon answering 2SV prompt, enter your password. If you lack a password or used Google for sign-in, click Forgot Password? to set up a password and verify.
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Download an authenticator app (e.g., Google Authenticator) on your mobile device.
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Choose your setup option on desktop:
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Scan the QR Code:
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Manually Enter the Code:
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Open your authenticator app, copy the 6-digit verification code, and enter the code on your desktop. Click Verify & Disable.
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After verification, you are provided a one-time use backup code. Save your backup code securely. Click I’ve Saved It to confirm.
Warning
This is your only chance to save the one-time use backup code crucial to resetting your 2SV if you lose access to your authenticator app.
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Click Finish Setup Just for Me to complete the 2SV setup process.
Once 2SV is set up, every log with your email and password will prompt for the 6-digit verification code from your authenticator app. You can sign in using either a verification code or the backup code saved during your initial two-step verification (2SV) setup.
To sign in with 2SV using a verification code:
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Log in to your account using your email and password.
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Receive prompt to enter the verification code from your authentication app.
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To retrieve your verification code, open your authenticator app and copy the 6-digit verification code from your mobile device, then enter the code on your desktop.
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Click Log in.
To sign in with 2SV using a backup code:
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Log in to your account using your email and password.
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Receive prompt to enter the code from your authentication app. Click Use Backup Code.
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Enter your one-time use backup code you saved during your initial 2SV setup.
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You have one option to proceed with login, you must be guided through the setup process again to reconfigure your authenticator app. You cannot choose to exit the 2SV flow to continue with 2SV security disabled.
Two-Step Verification (2SV) is a crucial security measure, enhancing protection against unauthorized access by requiring both a password and a verification code. Despite its benefits, users may encounter issues during setup or login. Below are troubleshooting steps to address common 2SV-related problems.
If you're experiencing issues with your 2SV login, start by ensuring that your authenticator app is functioning correctly:
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Generate Correct Code: Check if the authenticator app is generating the correct verification code. Refresh the app before copying the code to ensure its accuracy.
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Device Settings: Ensure that your device's timezone, date, and time are correctly set. Incorrect settings can lead to code generation errors.
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Try Different Device: If problems persist, attempt setting up 2SV on a different device to rule out device-specific issues.
If you're unable to access your account due to 2SV issues, consider using the backup code saved during the initial setup to login:
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Locate the backup code saved during your initial 2SV setup process. Remember that backup codes are single-use only. Once used, you'll need to set up 2SV again.
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If opting to use the backup code, be prepared to reconfigure your authenticator app afterward.
If you are a team member, contact your account owner for guidance and support in resolving 2SV-related problem.
If you are an Account Owner trying to resolve an issue for a team member, try deleting and re-adding their account.
If you are an Account Owner trying to resolve your own login issues, contact Support.
The Duda platform has role-based groups with pre-defined permission levels to assign to your staff members. You can also create custom groups with custom permission levels.
Following is a list of permission names, what they allow the team member to do, and if they are dependent on other permissions.
|
Permission name |
Description |
Dependencies |
|---|---|---|
|
Account Add-ons and Credits |
Can view subscription and account plan details, purchase AI credit top ups, and purchase, upgrade, or manage AEO packages. |
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|
Account API |
Can access and reset API credentials for the account. |
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|
Account branding |
Can customize the account domain, set brand color, logo, custom settings, and email communication. |
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|
AI Assistant |
Can use AI tools powered by the AI Assistant. Access to certain AI Assistant tools depends on other permissions, such as SEO, site editing, site resetting, and more. |
- |
|
Apps (install and purchase) |
Can install and use apps on a site, including purchasing and upgrading paid app subscriptions. |
Widget content |
|
Apps (view only) |
Can browse apps in App Store, but cannot install or purchase apps. |
Widget content |
|
Blog |
Can manage the blog and its settings. Can add, edit, or manage posts. |
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|
Bookings admin |
Can access and manage all aspects of Bookings, including staff members, booked appointments, and calendars. |
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|
Client Management |
Can add new clients, manage their permissions, and edit or delete existing clients. |
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|
Content library |
Can access, edit and manage the site's content library, including business info, text, media, collections, and more. |
Widget content |
|
Copilot |
Can use the conversational AI tool to create sites, manage settings, and perform account actions. |
AI Assistant |
|
Custom domain |
Can connect a custom domain to the site by purchasing a new one or connecting a domain purchased elsewhere. |
Site republish and widget content |
|
Dev mode |
Can view and edit the site's HTML and CSS code on the canvas and in dev mode. |
Editor, blog, content library, site comments, widget content. |
|
eCommerce |
Can manage and edit all store management settings including product catalog, payments, order, taxes, shipping, and more. |
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|
Editor |
Design a site, and add, edit, or delete elements, and manage pages. |
Blog, content library, site comments, widget content. |
|
External content library data sync |
Can connect, disconnect, push and pull data into the site's content library from external tools like Google Business Profile and others. |
Content library and widget content. |
|
Flex sections |
Can add new flex sections to sites built with the Classic editor. |
Editor, blog, content library, site comments, widget content. |
|
Premium media |
Can purchase premium images, videos, and other media. |
Widget content |
|
Section categories |
Can create and delete categories, and manage which ones will show in Section Mode in the Page Builder. |
Editor, blog, content library, site comments, and widget content. |
|
Site activity log |
Has access to site's activity log entries in the project overview. |
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|
Site comments |
Can read, add, and manage comments in all account sites. |
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|
Site creation |
Can create new sites, duplicate existing ones, and manage labels on the project list. |
Editor, blog, content library, site comments, widget content. |
|
Site deletion |
Can delete and reset sites. |
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|
Site publish |
Can publish a site for the first time, republish or unpublish the site, and upgrade the site's subscription. |
Site republish and widget content |
|
Site republish |
Can republish a site that has already been published and create site backup versions. |
Widget content |
|
Site SEO/AEO and personalization |
Can manage and edit the site's SEO/AEO settings, connect Google tools and analytics, and set URL redirects. Can also manage site personalization rules. |
Editor, blog, content library, site comments, widget content. |
|
Site performance & stats |
Can access and view stats of all sites in the account, including analytics, and site traffic data. |
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|
Team management |
Can add new team members, set and delete permission groups/roles, and edit or delete existing members. |
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|
Widget builder |
Can access, create, and publish custom widgets. |
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|
Widget content |
Can edit the content of existing widgets on a site like site texts and media, but cannot edit widget design or delete widgets. |
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Note
There is no permission that allows team members to turn off auto renew for a site or account plan. Only account owners can make modifications to their account and site plans.
Some permissions require other permissions. For example, a role with the Site SEO/AEO and personalization permission must also have the Editor permission. The Dependencies column in the table lists each permission's prerequisites.
When you select a permission, its prerequisites are automatically selected. If you remove a prerequisite, any permissions that depend on it are also removed.
Here is a list of dependencies:
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Editor
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Site creation
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Site domain
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Site-level SEO and personalization
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Site publish
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Site republish
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On this screen, roles are called groups.
To add team members:
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Log in to your account to access the Dashboard.
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In the top navigation bar, click Clients & Team, and then click Team Management.
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Click Add Team Member to enter details and assign a permission group for your team member. The available groups and associated permissions are default (Admin, Blogger, Designer, Sales, Store and Booking Manager). If you want to create custom groups, see the section, Create Custom Team Member Group below.
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Click the + button to add multiple staff members, one at a time. Alternatively, you can upload a CSV of team members by clicking Upload CSV. Note that the account setup email is sent as soon as you upload the CSV.
If you decide to add team members via CSV, the CSV must be in *.csv format (not *.xls), and should have three columns; email, firstName, lastName. The CSV fields cannot have trailing whitespace characters (like line breaks or spaces) in the email, firstName or lastName fields, otherwise account creation will fail.
See example below:
|
|
firstName |
lastName |
|---|---|---|
|
johndoe@example.com |
John |
Doe |
|
janedoe@example.com |
Jane |
Doe |
|
bobsmith@example.com |
Bob |
Smith |
To edit or delete team members:
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Log in to your account to access the Dashboard.
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In the top navigation, click Clients & Team, and select Team Management.
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Click a group to see its members. A team member can only be assigned to one group.
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Click the edit (
) icon to change team details, or change group assignment.
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Click the delete (X) icon to delete a team member. A team member that has been deleted will no longer be able to log in or access your account. If you want to re-assign team members to a different group, make sure to use the edit feature instead.
To view a group's permissions:
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In the top navigation, click Clients & Team, and select Team Management.
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Click view on the group you want to view permissions for. Permissions can only be edited for custom groups.
Note
Permissions in predefined groups cannot be edited. However, custom groups can be configured with customized permissions. For more information, see the section below, Create Custom Team Member Group.
To create a custom team member group:
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Log in to your account to access the Dashboard.
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On the Clients & Team tab, click Team Management.
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Click Add Custom Group.
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Select a group name, color, permissions, and then click Add Custom Group.
Note
Editing group permissions will affect the permissions of all the members of the group.