User Manual

Member Roles

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 under the owner's subscription.
  • Account Contributors can create and edit single email campaigns, email series, and automations.
    • As a contributor, owners and admins decide if you have access to these account settings:
      • Exporting people
      • Running Bulk Operations
      • Running Pruning Operations
      • Sending Single Email Campaigns
    • As a contributor, you do not have access to these account settings:
      • Members
      • Billing
      • SMS auto-renew
      • Integrations
      • Advanced settings
      • Lead scoring
      • Webhooks
      • Groups (manage groups or apply group tags)

To add a new member to the account:

  1. Enter the email address of the new member

  2. Select the member’s role

  3. 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.