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)
- As a contributor, owners and admins decide if you have access to these account settings:
To add a new member to the account:
- Navigate to Settings > Account > Members
-
Enter the email address of the new member
-
Select the member’s role
-
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.
To change the permissions of a contributor:
- Navigate to Settings > Account > Members
- Next to the email address of the contributor you want to edit, you will see a cog icon. Click this icon.
- Check the boxes of the permissions you would like this contributor to have.
- Click Save