Adding a team member

1. Send us the name and email address of the person who needs access.
2. We create their login and send a welcome email with dashboard access within 1 business day.
3. They’re automatically added at the Team Member access level (see below) unless you specify otherwise.

Permission levels

Role	Can view campaigns/reports	Can view billing/invoices	Can add/remove team members
Owner	Yes	Yes	Yes
Team Member	Yes	No	No

If your team needs something more specific — e.g., a role that can see reporting but not campaign settings — tell us and we’ll set up a custom arrangement manually.

Removing access

Let us know as soon as someone leaves your organization or no longer needs access. We deactivate logins the same business day, and — since dashboard access includes performance and billing data — treat this as a priority, not a routine housekeeping item.

Best practices

• Keep the Owner role limited to 1–2 people who genuinely need billing visibility.
• Review your team member list periodically, especially after organizational changes.
• Use a company email address for every login (not personal email) so access naturally transfers if someone changes roles internally.