Team Members
User Roles and Permissions
Role
Add Team Members
Edit Team Members
Delete Team Members
View Data
Modify Data
Super Admin
✅
✅
✅
✅
✅
Admin
✅
✅
✅
✅
✅
User
❌
❌
❌
✅
❌

Accessing the Add Team Members Section
Go to Your Profile Settings: From the main dashboard, click on the profile icon.
Open Add Team Members: Within the menu, navigate to the Team Members section to view and manage all team members.

Adding a New Team Member
Click on 'Add Team Member': In the Team Members section, click the Add Team Member button.
Enter Team Member Details: Fill in the team member’s name, email address, and role (choose between Admin or User).
Set Permissions (Admin Only): If assigning an Admin role, you can customize permissions as necessary. You can grant them full access to manage campaigns or limit their permissions for specific tasks.
Send Invitation: Once the details are filled in, click Send Invitation to send the new team member an email to complete their account setup.

Editing Team Member Permissions
Select the Team Member to Edit: From the Team Members list, find the user you want to edit.
Click 'Edit': Select the Edit button next to the team member’s name.
Update Role and Permissions: Modify the team member’s role (Admin or User) or adjust their specific permissions.
Save Changes: Click Save to update the changes.

Deleting a Team Member
Find the Team Member to Delete: In the Team Members section, locate the user you wish to remove.
Click 'Delete': Select the Delete icon next to the team member’s name.
Confirm Deletion: A confirmation prompt will appear asking you to confirm the deletion. Once confirmed, the team member will be removed from your account.

Deleting a team member is permanent, and they will lose access to all data and resources in the platform.
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