Invite your team and choose roles
Everyone in your organisation has one role. The role decides what that person can see and do. Owners and Admins invite new members and manage the team in Settings.
Invite a member
- Open Settings and choose the Members tab.
- Choose Invite at the top right.
- Enter the email address and pick a Role.
- Choose Send invitation.
The invitation is valid for 7 days and is sent in the language of your organisation. Pending invitations appear under the members list, where you can Resend or cancel them.
Choose a role
| Role | What it can do |
|---|---|
| Owner | Everything, including deleting the organisation and transferring ownership. |
| Admin | Everything except deleting the organisation and transferring ownership: members, settings, billing, templates, sending and developer tools. |
| Editor | Designs templates, creates Postflows and Postbatches, repairs items and manages the suppression list. Cannot approve or see billing. |
| Approver | Approves Postbatches and Postflow items, repairs items and manages billing, such as top-ups. Can read templates and Postflows. |
| Developer | Creates Postflows and manages API keys, webhooks and integrations such as Salesforce. |
| Viewer | Reads templates, Postflows and items. Cannot change anything. |
Give the person who signs off on spending the Approver role. Editors can prepare a Postbatch and choose Request approval; an Approver then approves it.
Change or remove a member
- To change a role, open the role menu in the member's row and pick another role.
- To remove someone, open the menu at the end of the row and choose Remove. The person loses access at once.
- To hand over ownership, an Owner opens the member's menu and chooses Make Owner. That person becomes Owner and you become Admin. You cannot undo this yourself.
- To leave an organisation, open your own row's menu and choose Leave organisation.
The last Owner of an organisation cannot be removed or given another role.
Members who belong to more than one organisation can switch between them. See Switch between organisations.
Open a support ticket in the portal. Tell us what you tried and, if you can, which item or Postbatch it is about.