Add additional members to the account. Select from three different member roles, so others can access the account using their own login credentials.
- Account Owners have access to all data, features, and settings.
- Account Admins have access to all data, features, and settings. Admins cannot cancel and create new accounts.
- Account Contributors can create and edit campaigns, broadcasts, and automation rules. As a contributor, you do not have access to these account settings:
- Advanced settings
- Lead scoring
- Groups (manage groups or apply group tags)
To add a new member to the account:
Enter the email address of the new member
Select the member’s role
Click Send Invitation
An email with a link gets sent to the pending member to accept the account invite. Once the user has accepted the invite, they will create a new password.
When inviting other members to your account, the email address field is case sensitive. Enter the exact email address to avoid errors.