Product guides
Team roles and permissions
Invite teammates and understand what each role can send, edit, or approve.
Invite teammates
- Settings → Team → Invite.
- Enter work email and choose a role.
- They accept via email and land in your agency.
Seat limits follow your billing plan.
Role cheat sheet
| Role | Typical access |
|---|---|
| Owner / Admin | Full agency: billing, team, providers, send |
| Account manager | Assigned clients: campaigns, contacts, reports |
| Content editor | Draft content; limited send/billing |
| Reviewer | Approve campaigns; usually no provider secrets |
Exact gates follow live RBAC in-app — if an action is missing, you likely need a higher role or a selected client workspace.
Security habits
- Don’t share IAM/API keys in Slack — store them only in Deliverability.
- Prefer individual seats over shared logins for audit trails.
- Revoke seats when contractors leave.