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Trackly SMS supports multi-user accounts with role-based access. Invite team members and control what they can do.

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Roles

RoleAPI KeysTeam ManagementSendingView Reports
OwnerCreate/View/DeleteAdd/Remove/Change rolesYesYes
MemberNoView onlyYesYes
ViewerNoView onlyNoYes

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Owner

Full administrative access:
  • Invite and remove team members
  • Change member roles
  • Create and manage API keys
  • Access all features

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Member

Operational access:
  • Create and manage campaigns
  • Build audiences and creatives
  • View reports and analytics
  • Cannot manage team or API keys

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Viewer

Read-only access:
  • View reports and analytics
  • See campaign history
  • Cannot create or send anything

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Inviting Team Members

  1. Go to Settings > Team
  2. Click Invite Member
  3. Enter their email address
  4. Select a role
  5. Click Send Invitation
The invitee receives an email with a link to join.

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Invitation Status

StatusMeaning
PendingInvitation sent, not yet accepted
AcceptedUser has joined the account
ExpiredInvitation expired (7 days)

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Resending Invitations

  1. Find the pending invitation
  2. Click Resend

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Managing Members

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Change Role

  1. Go to Settings > Team
  2. Find the team member
  3. Click the role dropdown
  4. Select the new role
Role changes take effect immediately. The user’s permissions update on their next page load.

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Remove Member

  1. Go to Settings > Team
  2. Find the team member
  3. Click Remove
  4. Confirm removal
Removed members immediately lose access.

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Account Rules

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Multiple Owners

  • Accounts can have multiple Owners
  • Useful for backup access and delegation
  • Owners have identical permissions

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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

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Self-Removal

You cannot remove yourself from an account. The system enforces this with the message: “Cannot remove yourself. Transfer ownership first.” Another Owner must remove you, or you must transfer ownership and have the new Owner remove your access.

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Discord Integration

Team members can link their Discord accounts: 
/sms link YOUR_API_KEY
This grants access to the tenant’s Discord channels. See Discord Integration for details.

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Audit Trail

Trackly SMS logs all team actions in the Activity Log, accessible at Settings > Team > Activity. The audit trail records:
  • Team member invitations and role assignments
  • Role changes
  • Member removals
  • Login events
Audit log entries are retained for 90 days and support pagination and filtering by action type. Use the /team/activity API endpoint for programmatic access.

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Rate Limits

Invitations are rate-limited to 20 per hour per account to prevent abuse.

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Best Practices

Give team members only the access they need. Not everyone needs Owner access.
Avoid single points of failure. Have at least 2 Owners for redundancy.
Remove members who have left the team. Revoke access for contractors when projects end.
Clients and partners who need reports but shouldn’t send can be Viewers.

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Troubleshooting

Check:
  • Email address is correct
  • Check spam folder
  • Resend the invitation
You may not have permission. Only Owners can change roles.
If you’re the last Owner, transfer ownership first.

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Next Steps

API Keys

Manage programmatic access

Billing

View usage and payments