Project and team
You will create a project for your app, invite colleagues to it and give them rights — this takes 5–10 minutes, most of it deciding who gets which role.
How the cabinet is organized
The top level is the organization: it holds projects, the team, the plan and the wallet. A project is one of your apps with its own funnels, domain and payment acceptance.
- Top left — the name of the active project with a folder icon. Everything you create in the sections of the left menu goes into this project, so check the name before a new funnel. To switch projects, click the name and choose another from the list.
- At the bottom of the same list — “Entire organization”. Choose it, and top left will read “Entire organization” instead of the project name, while the left menu shows the organization sections: “Dashboard”, “Projects”, “Balance & plan”, “Domains”, “Audit”. The “Balance & plan” section exists only in this mode. What is in them — Organization.
- Top right — your name or email. Click it — a list of your organizations opens, plus “Personal settings” and “Sign out”.
Do not confuse the two settings pages: the “Settings” item in the left menu is the settings of the active project, while “Personal settings” holds your password, cabinet language, organization and its team.
Tabs of the project “Settings”:
| Tab | What is there | Where it is described |
|---|---|---|
| “General” | project name, links to the app in the App Store and Google Play, project deletion | deletion — below, section “Delete a project or organization”; links — Handoff to a developer |
| “Members” | the project team and invitations; any project's team can also be managed from “Personal settings” → “Organization” → “Team”, the “Project team” card | step 3 below · Organization |
| “Payments” — visible to the project owner and admin | Stripe connection, the “How you take payments” answer, subscription rules | Pricing and payments · Payment settings |
| “Analytics and pixels” | ad networks and analytics systems | Ad networks and pixels |
| “Context” | the app profile — description, brand, audience, reviews — from which AI builds funnels; on Pro and Business | Generate a funnel with AI |
| “App connection”, for a project without an app — “Keys and webhooks” | the link between funnels and the app, access keys and events to your server | Handoff to a developer |
Step 1. Account and organization
Sign up with the “Create account” or “Continue with Google” button. If you sign up by email, a code arrives — enter it on the “Confirm your email” screen.
You do not need to create an organization: it appears together with the account and is named after your name or email, for example “ivan-org”. The owner can rename it: “Personal settings” → “Organization” → “General”.
Step 2. Project
While there are no projects, the top of the cabinet shows the “You have no projects yet” banner with a “Create project” button. Further projects are created from the list at top left or in the “Projects” section.
The wizard asks three things, all three on the first step:
- Name — you and your team see it.
- The app we will connect to the quizzes — App Store, Google Play, website or “I am not connecting an app”. The first three need a link.
- How you take payments — through us or on your own.
The payment answer decides which cabinet sections you will see. If you answered “On your own” when creating the project, there is no “Store” section in the menu, and the “Funnels” section is called “Quizzes”. Later the project owner changes this answer — Payment settings.
The project appears only with the “Create the project” button on the last step of the wizard. If you close the wizard before it, nothing remains.
On Pro and Business, the wizard pulls the app's name, category and icon from the link, and after the project is created it analyzes the app description. The analysis is paid; its price is shown under the link field.
The number of projects depends on the plan: one on the free plan, five on Pro, unlimited on Business. Only the organization owner and admin create projects.
Step 3. Invite colleagues
To a project. Open “Settings” in the left menu → the “Members” tab and click “Invite”. Choose a method: a link or emails. In both cases you set the role and how long the invitation is valid: 1, 7 or 30 days, or without expiry. For a link you also set the number of uses — ten by default, one hundred at most. By email you can invite up to 20 people at once. Who you invited and with which role is shown below, in the “Active invitations” table, column “To / Role”.
If a colleague has no account, they create one right from the invitation and confirm their email.
To the organization. Open “Personal settings” → “Organization” → “Team” and click “Invite” on the “Organization team” card. Only the owner adds an organization admin, and only by the email of a person already registered in Subster. Here you also decide whether to give them access to money: the toggle is on by default, and the owner can change the decision later in the same table. Such an admin becomes an admin in all projects of the organization.
Step 4. Roles
To begin with, invite colleagues as Members: this role is enough to build funnels, and it does not let anyone accidentally put something unfinished live.
| Role | What they can do |
|---|---|
| Project owner | Everything, including handing the project to another person. |
| Project admin | Everything the same, except transferring ownership and money. Stripe keys, the choice of payment environment (live or test), the “how you take payments” answer, subscription cancellations and refunds — only the project owner. Cannot invite a second admin either. |
| Member | Builds and edits funnels, but does not publish them. Sees analytics, including the “Leads” tab, only for their own funnels; the subscriber list is not shown to them. Does not change the team. Buys and renews project domains with credits from the organization wallet. |
| Retention manager (keeping subscribers) | Views funnels, analytics and subscribers, runs emails and the “Leads” tab. Does not change funnels. |
The role is changed in the “Role” column of the members table — by the project owner or admin.
Step 5. If a person leaves
Everything is done in the same tables where you sent invitations.
- Remove from a project. Click “Delete” in the person's row. Access disappears at once; the funnels they built remain. If they worked in several projects, remove them in each. You can bring the person back only with an invitation to their email: a shared link will not let a removed person back in. Another admin can be removed only by the owner of the project or organization.
- They are the project owner. First hand over the project: “Make owner” in the new owner's row. The former owner becomes an admin, and after that you can remove them. The project is handed over by its owner or the organization owner.
- They are an organization admin. On the “Organization team” card the owner clicks “Revoke the role” — the person loses access to money, domains and project management but stays in their projects. “Delete” removes them from the organization and from all its projects.
- The organization owner is leaving. The “Organization ownership” card → “Transfer ownership”. Only an organization admin can receive ownership — appoint one in advance. The former owner becomes an admin.
- The invitation has not been accepted yet. In the “Active invitations” table, click “Revoke” — the link stops working.
Delete a project or organization
Project. “Settings” in the left menu → “General” → “Danger zone” → “Delete the project”, then enter the project name and your password. If you sign in with Google and have no password, first add a password. Deletion is done by the project owner or by the organization owner or admin. These will not be deleted:
- a project that has had payments — to stop it selling, disconnect Stripe and unpublish its funnels;
- the last project of its owner in this organization.
Organization. “Personal settings” → “Organization” → “General” → “Danger zone” → “Delete the organization”, then enter its name. Only the owner deletes it. The window lists what will disappear together with the organization and what currently prevents deleting it.
Next
- Build a funnel — a quiz with questions and a paywall the visitor will see.
- Generate a funnel with AI — a funnel draft from a description of your product.
- Account and security — password, two-step sign-in, cabinet language and account deletion.
- Plan and limits — what opens on Pro and Business and where to see the price.