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User Manual
Overview

Member Roles

Members Management Page

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:
    • Members
    • Billing
    • 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.