Roles
| Role | API Keys | Team Management | Sending | View Reports |
|---|---|---|---|---|
| Owner | Create/View/Delete | Add/Remove/Change roles | Yes | Yes |
| Member | No | View only | Yes | Yes |
| Viewer | No | View only | No | Yes |
Owner
Full administrative access:- Invite and remove team members
- Change member roles
- Create and manage API keys
- Access all features
Member
Operational access:- Create and manage campaigns
- Build audiences and creatives
- View reports and analytics
- Cannot manage team or API keys
Viewer
Read-only access:- View reports and analytics
- See campaign history
- Cannot create or send anything
Inviting Team Members
- Go to Settings > Team
- Click Invite Member
- Enter their email address
- Select a role
- Click Send Invitation
Invitation Status
| Status | Meaning |
|---|---|
| Pending | Invitation sent, not yet accepted |
| Accepted | User has joined the account |
| Expired | Invitation expired (7 days) |
Resending Invitations
- Find the pending invitation
- Click Resend
Managing Members
Change Role
- Go to Settings > Team
- Find the team member
- Click the role dropdown
- Select the new role
Role changes take effect immediately. The user’s permissions update on their next page load.
Remove Member
- Go to Settings > Team
- Find the team member
- Click Remove
- Confirm removal
Account Rules
Multiple Owners
- Accounts can have multiple Owners
- Useful for backup access and delegation
- Owners have identical permissions
Owner Requirement
- Every account must have at least one Owner
- You cannot remove yourself if you’re the last Owner
- Transfer ownership before removing yourself
Self-Removal
You can remove yourself from an account:- Go to Settings > Team
- Find yourself
- Click Leave Account
Discord Integration
Team members can link their Discord accounts:Audit Trail
Audit logging for team actions is coming soon.
- See who invited whom
- Track role changes
- Monitor member access
Best Practices
Use appropriate roles
Use appropriate roles
Give team members only the access they need. Not everyone needs Owner access.
Have multiple Owners
Have multiple Owners
Avoid single points of failure. Have at least 2 Owners for redundancy.
Review periodically
Review periodically
Remove members who have left the team. Revoke access for contractors when projects end.
Use Viewer for stakeholders
Use Viewer for stakeholders
Clients and partners who need reports but shouldn’t send can be Viewers.
Troubleshooting
Invitation not received
Invitation not received
Check:
- Email address is correct
- Check spam folder
- Resend the invitation
Cannot change role
Cannot change role
You may not have permission. Only Owners can change roles.
Cannot remove yourself
Cannot remove yourself
If you’re the last Owner, transfer ownership first.