User Management & Permissions¶
User Roles¶
Admin
- Create and manage campaigns
- Add and remove users
- Configure branding and email settings
- View all analytics
Campaign Manager
- Create and manage campaigns
- Add participants
- View analytics
- Cannot manage users or settings
Adding Team Members¶
- Navigate to User Management
- Click Add User
- Enter email address
- Select role (Admin or Campaign Manager)
- Send invitation
Email invitation: New user receives login instructions automatically
Deleting Users¶
Admins can permanently remove a user from the account via the Team Management page. Deleting a user revokes their access immediately and cannot be undone. If you only need to temporarily restrict access, consider deactivating the user instead, which frees up a user slot without permanently removing the account.
License Limits¶
Your account has a limit on users based on your license: - Core: 5 users - Plus: 10 users - Pro: 25+ users (customizable)
Check usage: User management page shows "X of Y users"