Team & Organizations
Managing your team
Add, edit, and remove users, understand admin and user roles, and assign people to the right group.
For adminsLast reviewed Jun 30, 2001
What it's for
The Users page, titled Team, is where admins manage who can sign in to your organization and what each person can do. The list shows each person's name, email, role, primary contact status, and last sign-in.
Roles
- Admin: manages users, groups, branding, allocations, and settings, in addition to sending gifts.
- User: sends gifts and views activity within the limits set for them. Users do not see admin pages such as Groups, Internal Allocations, or Branding.
Common tasks
- Add a team member: choose the option to add a user, then enter the person's name, email, and role. If your organization has sub-organizations, choose the group the person should belong to.
- Edit a user: change the person's role or details from the list.
- Remove a user: deactivate the person from the list. They can no longer sign in.
- Cross-organization access: grant a user access to send on behalf of another organization in your hierarchy. Manage these grants from the same page.
Rules and limits
- Only admins can manage users.
- Every organization has a primary contact, flagged in the list.
- People added to a sub-organization see that organization's campaigns, budgets, and branding. They do not see the parent organization's admin pages unless they have been granted the right access.