Invite teammates & user roles
Add people to your workspace and control what each role can do.
Add teammates to your organization and give each one a role that controls what they can do.
Only the Admin role can manage team members. Team management is at Settings → Team (/admin/settings/users).
The four roles
- Admin — full access to all marketing features, settings, billing, and team management.
- Marketing Manager — runs campaigns end to end: contacts, segments, templates, campaigns, automations, suppression, and connected channels. Cannot change settings or manage the team.
- Content Editor — creates and edits email templates, and can view campaigns and segments. Cannot send campaigns or manage contacts.
- Viewer / Analyst — read-only access to contacts, campaigns, templates, and analytics.
Give people the least access they need. You can change a role at any time, and the change takes effect immediately.
Add a team member
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Open Settings → Team. In the sidebar, open Settings, then Team.
Team settings page with the Add user form -
Enter their email and choose a role. If your organization has more than one project, non-admin roles are also scoped to specific projects — pick which ones they can access. Admins always have access to every project.
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Send the invite. They receive an email to set a password and join. Their access starts as soon as they accept.
Changing or removing access
On the same page, use the role dropdown on a member's row to change their role, or remove them entirely. You can't remove or demote the last remaining admin — promote someone else first.
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