Team & roles
Manage who has access and what they can do.
Manage your organization's people on the Team page (/admin/settings/users, shown as Team Members under Projects & Teams). Only Admins can do this.
The roles
| Role | Can do |
|---|---|
| Admin | Everything — all marketing features, settings, billing, and team management |
| Marketing Manager | Run campaigns end to end: contacts, segments, templates, campaigns, automations, suppression, channels. No settings or team management |
| Content Editor | Create/edit email templates; view campaigns and segments. Can't send campaigns or manage contacts |
| Viewer / Analyst | Read-only: contacts, campaigns, templates, analytics |
Managing members
- Invite — click Invite Teammate, enter an email, pick a role, and (for non-admins) tick the projects they can access. They get an email invite to set a password; until they accept, they sit in Pending Invites.
- Change role or project access — click the pencil (Edit) on their row. Role changes take effect immediately.
- Project access — non-admin roles in a multi-project organization are limited to the projects ticked for them. Admins always have all projects.
- Remove — the trash icon on their row. You can't remove or demote the last remaining admin.
Ownership
One member is the owner. The owner can transfer ownership from the Team page; it's confirmed with a one-time code sent by email.
Roles are set per organization, not per project. Someone's role is the same in every project they can access.