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, SMS, 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
    • Integrations
    • Lead scoring (legacy feature)
    • Webhooks
    • Groups (manage groups or apply group tags)
    • Onsite Setup
    • Advanced settings: 
      • Webhooks
      • Integrations
      • Account Settings
      • Email Setup:
        • Basic Email Settings
        • Unsubscribe links
        • Resend Confirmations
        • Google Analytics

To add a new member to the account:

1. Navigate to Settings > Account > Members

2. Enter the email address of the new member

3. Select the member’s role

4. 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.

To change the permissions of a contributor:

1. Navigate to Settings > Account > Members
2. Next to the email address of the contributor you want to edit, you will see a cog icon. Click this icon.
3. Check the boxes of the permissions you would like this contributor to have.
4. Click Save

1. Navigate to Settings > Account > Members
2. Next to the email address of the member you want to remove, you will see the option to Revoke.
3. Click Revoke to immediately remove their access to the Account. Keep in mind, they will not be notified of this removal.