Team
Invite teammates to your organization and control what each one can do with roles. This page covers the invitation flow, the full list of roles and organization-wide two-step authentication.
Your organization can have as many teammates as you need, and each one comes in with a role that decides what they can see and do: someone on marketing creates campaigns, someone on billing manages the balance, and so on for each area. You do it all from one screen — Team & Security — where you invite new members, adjust their roles and require two-step authentication for the whole team.
Where to find it
Open Settings, then Team & Security (Settings > Team & Security). The list shows each member with their email, status (active or pending) and roles, and lets you filter by name or email.
Inviting a teammate
Open the invite dialog
Click Invite Teammate above the member list. The Add Teammate dialog opens.
Enter the email and pick the roles
Type the person's email and select one or more roles for them. A member can hold several roles at once.
Send the invite
The invite is emailed to that address. The member appears in the list as pending until they accept.
You can resend a pending invitation, change a member's roles, or remove a member at any time from the list.
Roles
A role is a bundle of permissions: it defines what a person can touch inside the organization. The roles are fixed — you assign them, you don't define them — and a member can combine several when they need more than one area.
| Role | What it allows |
|---|---|
| Owner | The organization owner. Full control over everything, including the other roles. |
| Full access | Full administrator. Can create and delete projects, and manage the whole organization. |
| Profile | Manage the organization profile and its members (the team). |
| Marketing | Work inside marketing projects: add data sources, create campaigns, edit contacts and send messages. |
| Billing | Manage the organization's billing and add funds. |
| Viewer | Read-only access to view projects. Does not include editing contacts, creating campaigns or sending messages. |
Requiring two-step authentication
From the same screen you can require two-step authentication for your team. When enabled, any member who doesn't already have two-step authentication is asked to enable it the next time they sign in. Each member sets up their own method from Security in their profile.
To set up your own personal account, security and notifications, see your Profile.