Skip to main content
The Team page in Admin view has two tabs: Active Members and Invitations. Use it to invite people, change roles, assign Marketers to Workspaces, revoke pending invites, and remove members from Edit Permissions. Role behavior is summarized on Permissions.

​
Invite new members

1

Open Team

In Admin view, choose Team in the sidebar.
2

Start an invite

Click Invite Team Members in the page header. A dialog opens titled Invite Teammates.
3

Enter emails

In Email, add one or more addresses using the tag input.
4

Choose a role

Under Role, pick Marketer or Admin. Marketer means workspace-level access to campaigns, audiences, and reports, without user management. Admin means full access across Workspaces plus managing users and Workspaces.
5

Assign workspaces for Marketers

If you chose Marketer, use Assign Workspace(s). Add Workspaces with Add Workspace, search in the popover, and remove a Workspace chip with its remove control. At least one Workspace is required for Marketers.
6

Send the invite

Click Send Invite. A success toast reads Invites have been sent to your team! Close the dialog with Cancel if you need to leave without sending.

​
Change roles or workspace access

1

Open Active Members

On Team, stay on the Active Members tab.
2

Open Edit Permissions

In the member row, open the menu via the ellipsis (…) and choose Edit Permissions. You cannot edit your own row this way.
3

Review the dialog

The dialog title shows the member name and an Active badge.
4

Adjust role and workspaces

Change Role between Marketer and Admin. For Marketer, update Assign Workspace(s) the same way as in the invite flow. Removing Workspaces can trigger a follow-up confirmation titled Remove … workspace access? with Remove from workspace to confirm.
5

Save

Click Update Permissions to save. A toast reads User permissions have been updated. Use Cancel to close without saving.

​
Remove a member from the organization

Use the destructive control inside Edit Permissions (not the row menu on the table).
1

Open Edit Permissions

On Active Members, open the row menu via the ellipsis (…) for the member (not yourself) and choose Edit Permissions.
2

Start delete from organization

In the footer of the permissions form, click Delete from followed by your organization name.
3

Confirm in the dialog

A confirmation opens titled Remove … from the organization? It explains that access to all Workspaces is revoked and that you can re-invite the person later. Click Remove from organization to confirm. A success toast names the person and states they were removed.

​
Invitations tab

Switch to the Invitations tab to see columns Email, Role, Invited On, Workspaces, Status, and Expires On. Use Search on email and the Status filter (Accepted, Pending, Revoked).

​
Revoke an invitation

1

Open the row menu

Find a Pending invitation. Open the row menu for that row via the ellipsis (…).
2

Choose Revoke Invitation

Select Revoke Invitation. It is disabled unless the invitation is still Pending.