User Management lets you invite team members to your account and control what each person can see and do. Every user is assigned a role — Admin, Manager, or User — that determines their level of access. This ensures the right people have the right permissions without exposing sensitive settings to everyone.
Roles and Permissions
Admin
Admin users have full account access, including:
- Ability to update the billing email address
- Ability to adjust company time zones
- Access to the account phone number details
- Ability to edit the company name
- Full access to all settings, campaigns, customers, and features
- Ability to invite and remove users
Manager
Manager users have broad access with a few restrictions:
- Access to all core features (Inbox, Campaigns, Contacts, Keywords)
- Cannot access API keys
- Can invite users (but not other managers or admins in some configurations)
User
User-level accounts have the most limited access:
- Access to Inbox, Campaigns, and customers for day-to-day messaging
- Cannot control options in Settings
- Cannot access Appointment Types, Webhook Integrations, or API Integrations
Inviting a New User
To invite a team customer, you need the following information:
- First Name
- Last Name
- Email Address
- Phone Number
- Role (Admin, Manager, or User)
Navigate to Settings → User Management and click Invite User. Fill in the required fields, select the appropriate role, and send the invitation. The new user will receive an email with instructions to set up their account.
Removing a User
Admin users can remove any user from the account at any time. Navigate to Settings → User Management, locate the user you want to remove, and click Remove.
When you remove a user, their historical activity (messages sent, campaigns created) remains in the system for audit purposes. Only their login access is revoked.
Multi-Company Access
A single person can belong to multiple company accounts without needing separate email addresses. If an Admin or Manager from another company invites you, you can switch between companies using the dropdown menu next to your Profile button. This makes it easy to manage multiple locations or organizations from one login.
Tips & Best Practices
- Assign the minimum role necessary. If a team customer only needs to send messages and respond to customers, the User role is sufficient. Reserve Admin access for people who need to manage billing, settings, and integrations.
- Review user access periodically. When team members change roles or leave the organization, update their permissions or remove their access promptly.
- Use the multi-company feature if your organization has multiple locations or divisions. Each location can have its own company account, and administrators can switch between them seamlessly.
Common Questions
Can I belong to more than one company?
Yes. As long as an Admin or Manager invites you to a company, you can belong to multiple companies. Switch between them using the dropdown menu next to your Profile button.
What happens if I delete an Admin user?
The Admin user's login access is revoked, but their historical activity remains in the system. Make sure another Admin exists on the account before removing one.