Team members and what each role can do
Add people to your brand, pick their role, change or remove them, and read the activity log of who did what.
Where it is in the app
Open Home, choose Settings, then General › Users.
- Home
- Settings
- General
- Users
Anyone who works on your brand can have their own sign-in. You choose what each person may do.
#The five roles
| Role | Can do |
|---|---|
| Owner | Everything, including closing the brand and making other owners. |
| Admin | See everything, send campaigns, edit templates, change settings and manage the team. Cannot make an owner. |
| Campaigns and templates | See everything, send campaigns and edit templates. Cannot change settings or the team. |
| Templates only | See everything and edit templates. Cannot send. |
| Read-only | See everything. Change nothing. |
A person who can send campaigns cannot change your postal address or your sending domain by accident. That separation is on purpose.
#Add a person
You need the owner or admin role.
Go to Settings → General → Users. The card is headed People on this brand.
On screenSettings › General › UsersPress Add user.
Type their email in the box Their email, their name in Their name, and pick their role in Their role. You only see roles you are allowed to hand out.
Press Add.
We email them a link to sign in, with your name and the brand's on it. Until they use it, the Last seen column says Invited · not signed in yet.
If the address is already on the brand, the page says That person is already on this brand. If it is not an address, it says That does not look like an email address.
#Change a role
In the table, the Role column is a menu for every person except you. Pick a new role. The page says Now Admin. and similar.
The rules:
- You cannot change your own role. Ask a teammate who can manage the team.
- Only an owner can make or change an owner.
- A brand must always have one owner. To change the last owner, make someone else an owner first.
#Remove a person
Press Remove on their row. You cannot remove yourself from here. To leave a brand yourself, go to Settings → General → Personal and use Leaving this brand.
Only an owner can remove an owner, and the last owner can never be removed.
#The activity log
Pick a person in the Who menu, or leave it on Anybody.
Pick an action in the What menu, or leave it on Anything.
Press Show. Press Clear to reset.
The table has the columns What happened, Who, Details and When. Press Older at the bottom to go further back.
#Require a second step for everyone
The owner can ask the whole team to use a sign-in code. See "Your account, your password and sign-in security".
#If it didn't work
- You do not see Add user. Your role cannot manage the team.
- The person never got the email. Check their junk folder. The row shows Invited · not signed in yet until they sign in.
- You cannot change someone's role. Check the rules above. A banner on the page says which one applies.