Price Clicker uses a two-level access model: account delegates (invited from Users) and profile access roles (assigned per profile). The account owner manages billing and invitations; delegates collaborate on profiles you grant them access to—without sharing your login. This guide covers inviting delegates, assigning profile roles, and managing access as your team grows.
Delegate Limits by Plan
Delegates are team members you invite to your Price Clicker account. Limits depend on your subscription:
- Starter Plan: No delegate slots—only the account owner uses the account
- Professional Plan: Up to 10 delegates
- Business Plan: Up to 100 delegates
To invite delegates, upgrade to Professional or Business if you're on Starter. If you reach your delegate limit, remove inactive delegates from Users or upgrade your plan.
How to Invite a Delegate
- Go to Users (
/users) in the main navigation - Click Invite User (or go directly to
/users/invite) - Enter the person's email address
- Submit the invitation
The invitee receives an email with accept and decline links. They can also use the share link shown after you send the invitation. If they don't already have a Price Clicker account, they'll create a free delegate account—no subscription payment required on their side. Invitations remain pending until accepted or declined.
Account Roles: Owner and Delegate
Owner
The subscriber who owns the account. The owner has full access to billing (/account/subscription), account settings (/account/user), integrations (/account/integrations), all profiles, leads, and user management. There is one owner per account.
Delegate
A collaborator invited by the owner. Delegates cannot change the subscription, payment methods, or account billing. They access only the profiles the owner (or a profile owner) grants them. Delegates appear on the Users page with status Pending, Accepted, or Declined.
Profile Access Roles
After a delegate accepts your invitation, assign them to specific profiles from that profile's Access step (during profile creation or editing). Three roles control what they can do on each profile:
Owner (profile level)
Full control of that profile, including editing rules, branding, and managing who else has access. The account owner always retains ownership unless they transfer profile ownership to another user (that user becomes profile Owner; the former owner typically becomes Lead Manager on that profile).
Lead Manager
Can edit the profile, manage leads, and configure most profile settings. Cannot transfer profile ownership or manage billing. Use this for trusted staff who need operational control on specific forms.
Lead Viewer
Read-only access to leads and profile data for assigned profiles. Can view and respond to leads but cannot edit profile structure, rules, or access settings. Ideal for sales reps or contractors who need visibility without admin changes.
Assigning Profile Access
Delegates must first accept your account invitation before you can add them to a profile:
- Open the profile and go to the Access step
- Add an accepted delegate from the eligible users list
- Choose Lead Viewer or Lead Manager (or transfer profile ownership if applicable)
- Save the profile
A delegate only sees profiles they've been assigned to. Assigning someone on Users does not automatically grant profile access—you must add them per profile.
Removing Delegates
To remove a delegate from your account:
- Go to Users
- Open the actions menu next to the delegate
- Choose Remove and confirm
Removal is immediate—they lose access to all profiles under your account. Their past activity on leads remains in your records. Reassign any open leads before removing someone who was actively working them.
Team Management Best Practices
- Invite on Users, assign on profiles: Account invitation and profile access are separate steps
- Least privilege: Default to Lead Viewer unless someone needs to edit the form or rules
- Remove promptly: Remove delegates when they leave your organization
- Plan for scale: Professional supports 10 delegates; Business supports 100
Troubleshooting Team Access
Invitation Email Not Received
Check spam folders and resend from Users. Copy the invitation link from the invite confirmation screen and share it directly if email delivery fails.
Delegate Can't See a Profile
Confirm they've accepted the account invitation (status Accepted on Users), then verify they're added on that profile's Access step with Lead Viewer or Lead Manager role.
Can't Add More Delegates
You've reached your plan limit (10 on Professional, 100 on Business). Remove unused delegates or upgrade to Business for higher capacity.
Conclusion
Effective collaboration starts with delegates on /users and /users/invite, then fine-grained control through Lead Viewer, Lead Manager, and Owner roles on each profile. Match your plan to your team size—Professional for small teams, Business for larger organizations—and review access whenever someone's responsibilities change.