Add New Users
To add a new user, navigate to the gear icon in the top-right and select Settings.
Click Team underneath Company Settings
Add a new Team Member in the top-right.
Input the required information:
Email Address
First Name
Last Name
User Permissions Levels
Creator: This is the most limited access level. Creators can use all features—such as creating emails, automated campaigns, and landing pages—but cannot access team settings or billing information.
Manager: Managers have all the same permissions as Creators, with additional access to billing settings.
Admin: Admins have full access. They can do everything Managers can, plus manage the team, including adding or removing users.
After entering all required information, click Invite. The new team member will appear in your Team Members list. Their status will show as Invitation Sent until they accept the invite.
HQ Team Member Users
If a team member needs access to multiple locations within your franchise, you can add them as a team member at the HQ account level. This gives them access to all connected locations, without needing to be added to each one individually.
Edit or Remove Users
To edit or remove a user, go to Settings > Company Settings > Teams. Find the team member and click Option in their row. There you will have two options:
Change Permissions: This will allow you to change the team member's access level.
Remove from Team: This will permanently remove this team member from the account, so they will no longer have access.
