Invite users and choose their role

Invite a colleague

1. Go to Settings > Users and click Invite teammate. The dialog Invite user opens: "Give someone access to this account."
2. Fill in Name and Email, and if you like Phone and Comments (the comments are added to the invitation email).
3. Choose a Role.
4. Click Send invite. You see "The invitation has been sent."

The invitation is valid for four days. Your colleague creates a login, or logs in if they already have one, and is added to your account. Pending invitations can be resent, changed or deleted.

Roles

• Owner: can do everything, including billing. Each account has one owner.
• Admin: can do everything except billing: account settings, users, campaigns, integrations and leads.
• Manager: can create, edit, publish and delete campaigns, and work with integrations, leads, emails, files and dashboards. Can't change account settings or users.
• Analyst: can see campaigns, leads and statistics, and make reports and dashboards, but can't change campaigns.
• Support: like Analyst, but can also edit leads, for example to help a customer.

The list of users

The Users page lists everyone with access to the account, with their Name, Email, Roles, Status, Last login and Creation date. The status is Active, Inactive (deactivated) or Pending (invited, but not yet joined). Use Search by name…, Search by email… and the Status and Roles filters to find someone.

Change, deactivate or remove a user

In the list of users, open the user's Actions menu:

• Edit opens Edit user, where you change the Role.
• Deactivate blocks their access to this account for now, and Activate gives it back.
• Delete takes them off the account for good. Confirm with Remove User.

For a pending invitation, the menu has Edit, Resend invitation and Delete (Delete Invitation).

You need the Owner or Admin role to invite and manage users.

How many users can I have?

The number of users depends on your plan. You can add more with the Extra user add-on. During the trial you can invite a few colleagues. When you reach the limit, the Invite teammate button is locked.

For agencies: access to client accounts

In an agency account, the Users list has a Clients column. Click Show clients to see which client accounts a user can open. When you edit a user, add client accounts with Select an available account and choose the role they get there with Assign role to account. Remove account takes the access away.