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Team Management

Invite team members, assign roles, and manage permissions.

Team Overview​

View your team:

  • Total members
  • Active users
  • Pending invitations
  • Role distribution

Inviting Members​

Sending Invitations​

  1. Go to Settings → Team
  2. Click Invite Member
  3. Enter email address(es)
  4. Select role
  5. Add personal message (optional)
  6. Click Send Invitation

Bulk Invitations​

Invite multiple members:

  1. Click Bulk Invite
  2. Upload CSV file
  3. Map columns to fields
  4. Review and send

Invitation Status​

  • Pending: Awaiting response
  • Accepted: Member joined
  • Expired: Link expired (resend available)

Roles & Permissions​

Available Roles​

RoleDescription
OwnerFull access, billing, cannot be removed
AdminFull access except billing
ManagerManage clients, campaigns, team
MemberStandard access, assigned clients
ViewerRead-only access

Permission Matrix​

PermissionOwnerAdminManagerMemberViewer
View dashboards✓✓✓✓✓
Create campaigns✓✓✓✓✗
Manage clients✓✓✓○✗
Invite members✓✓✓✗✗
Manage billing✓✗✗✗✗
Delete workspace✓✗✗✗✗

✓ = Full access, ○ = Limited/Assigned only, ✗ = No access

Custom Roles (Enterprise)​

Create custom roles with specific permissions:

  1. Click Create Role
  2. Name the role
  3. Select permissions
  4. Save role

Managing Members​

Editing Member​

  1. Click member name
  2. Update information:
    • Role
    • Assigned clients
    • Permissions
  3. Save changes

Removing Member​

  1. Click member's menu (⋮)
  2. Select Remove from team
  3. Reassign their work (optional)
  4. Confirm removal

Transferring Ownership​

  1. Go to member profile
  2. Click Transfer Ownership
  3. Enter your password
  4. Confirm transfer

Client Assignments​

Assigning Clients​

Limit member access to specific clients:

  1. Edit member
  2. Go to Client Access
  3. Select clients to assign
  4. Save

Bulk Assignment​

Assign multiple members to client:

  1. Go to Clients → select client
  2. Click Team Access
  3. Add/remove members

Activity & Audit​

Team Activity Log​

View team actions:

  • Logins
  • Changes made
  • Resources accessed

Export Activity​

Download activity reports for compliance.

Continue to API Reference →