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
    • Advanced settings (including Webhooks, Integrations, and Default Email and Account settings)
    • Lead scoring (legacy feature)
    • Webhooks
    • Groups (manage groups or apply group tags)

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