Invite your team and set roles
Give each person exactly the access they need.
Go to Team Members → enter an email and choose a role. They receive an invitation link.
- Owner — everything, including billing.
- Admin — everything except purchases.
- Campaign Manager — campaigns, templates, automations, reports.
- Contact Manager — contacts, lists, imports and exports.
- Report Viewer — read-only reports.
Turn on two-factor authentication in Profile & Security for extra protection.