Team and users

Roles inside your company

Every user carries exactly one role:

Role	Typically	Can do
system_admin	The account owner	The company’s highest level of access
company_admin	Managers	Administer users, settings and billing
company_staff	Day-to-day users	Campaign work

The full matrix is in Roles and permissions. To change what a role means, see Roles and permissions — system_admin only.

Where to find it

Admin → Users. Available to system_admin and company_admin.

The list shows Name, Email, Type, Role, Status, Last Login and Created On, with a search box and per-row actions. Two tabs sit above it:

• Users — everyone with an account.
• Invited — invitations that have been sent but not yet accepted.

Inviting a colleague

Click Invite User.

Field	Notes
Email Address	Type an address and press Enter. Several can be added at once
Role	Which role the invitee gets — see the table above
Type	The account type to create

Click Send Invite. The invitee receives an email and sets their own password from the link, so you never handle their password.

Tracking invitations

The Invited tab lists outstanding invitations with the email, role, type, status and when the invite was sent. Use it to check whether someone has actually accepted before chasing them.

Campaign-level access

Roles are not the whole story. Access can also be granted per campaign, so staff see only the campaigns they are assigned to.

The most common access question

“Why can’t my colleague see this campaign?” is almost never a role problem. Their account and role are fine — they simply are not on that campaign. Check the campaign’s sharing settings first.

Related

• Roles and permissions — editing the roles themselves
• Roles and permissions reference