Members & Customers

The Members & Customers page allows administrators to manage team members, assign roles, and control customer access within the workspace.

Overview

From this page, you can:

• Add new customers
• Add and manage team members
• Assign customer access to members
• Set user permission roles
• View all members associated with the selected company

Company Selection

At the top of the page, you can select a company from the Company dropdown menu.

This allows you to:

• Switch between companies
• Manage members for a specific company
• View customer assignments related to that company

Members Section

The Members table displays all users connected to the selected company.

The table includes:

• Name – Member name or email
• Email – Registered email address
• Role – Permission level assigned to the member
• Customers – Assigned customer accounts

Add a New Customer

To create a new customer:

1. Click the + New Customer button in the top-right corner
2. Enter the customer information
3. Save the customer

The new customer will become available for member assignment.

Add a New Member

To invite a team member:

1. Click the + Add Member button
2. Enter the member’s email address
3. Select a role
4. Assign customer access if needed
5. Save the invitation

The invited member will receive access based on the assigned role.

Role Options

The Role dropdown menu determines the permissions a member has within the workspace.

Admin

Admins have full access to the platform.

Admins can:

• Manage members and customers
• Add or remove users
• Change user roles
• Access all customers
• Manage campaigns and workspace settings

Editor

Editors can manage assigned customer accounts and campaigns.

Editors can:

• Create and edit campaigns
• Access assigned customers
• Modify campaign settings and content

Editors cannot:

• Manage workspace members
• Change user roles
• Access administrative settings

Viewer

Viewers have read-only access.

Viewers can:

• View assigned customers
• Monitor campaigns and reports

Viewers cannot:

• Edit campaigns
• Change settings
• Manage members or roles

Change a Member Role

To update a member’s role:

1. Locate the member in the Members list

2. Click the Role dropdown

   Select:

   • Admin
   • Editor
   • Viewer
3. The changes are automatically applied

Customer Assignments

The Customers column shows which customer accounts are assigned to each member.

Examples:

• All – Member has access to all customers
• Assigned – Member only has access to selected customers

You can update customer assignments anytime from the member settings menu.