{"id":111,"date":"2026-07-17T07:53:48","date_gmt":"2026-07-17T07:53:48","guid":{"rendered":"https:\/\/emporiant.com\/support\/?p=111"},"modified":"2026-07-17T07:53:50","modified_gmt":"2026-07-17T07:53:50","slug":"inviting-team-members-managing-permissions","status":"publish","type":"post","link":"https:\/\/emporiant.com\/support\/account-access\/inviting-team-members-managing-permissions\/","title":{"rendered":"Inviting Team Members &amp; Managing Permissions"},"content":{"rendered":"\n<h3 class=\"wp-block-heading\">Adding a team member<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Send us the name and email address of the person who needs access.<\/li>\n\n\n\n<li>We create their login and send a welcome email with dashboard access within 1 business day.<\/li>\n\n\n\n<li>They&#8217;re automatically added at the <strong>Team Member<\/strong> access level (see below) unless you specify otherwise.<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\">Permission levels<\/h3>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Role<\/th><th>Can view campaigns\/reports<\/th><th>Can view billing\/invoices<\/th><th>Can add\/remove team members<\/th><\/tr><\/thead><tbody><tr><td><strong>Owner<\/strong><\/td><td>Yes<\/td><td>Yes<\/td><td>Yes<\/td><\/tr><tr><td><strong>Team Member<\/strong><\/td><td>Yes<\/td><td>No<\/td><td>No<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">If your team needs something more specific \u2014 e.g., a role that can see reporting but not campaign settings \u2014 tell us and we&#8217;ll set up a custom arrangement manually.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Removing access<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Let us know as soon as someone leaves your organization or no longer needs access. We deactivate logins the same business day, and \u2014 since dashboard access includes performance and billing data \u2014 treat this as a priority, not a routine housekeeping item.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Best practices<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Keep the <strong>Owner<\/strong> role limited to 1\u20132 people who genuinely need billing visibility.<\/li>\n\n\n\n<li>Review your team member list periodically, especially after organizational changes.<\/li>\n\n\n\n<li>Use a company email address for every login (not personal email) so access naturally transfers if someone changes roles internally.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Adding a team member 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 \u2014 e.g., a role that can see reporting but not campaign settings \u2014 tell us and we&#8217;ll set up a custom arrangement [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[18],"tags":[],"class_list":["post-111","post","type-post","status-publish","format-standard","hentry","category-account-access"],"jetpack_featured_media_url":"","_links":{"self":[{"href":"https:\/\/emporiant.com\/support\/wp-json\/wp\/v2\/posts\/111","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/emporiant.com\/support\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/emporiant.com\/support\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/emporiant.com\/support\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/emporiant.com\/support\/wp-json\/wp\/v2\/comments?post=111"}],"version-history":[{"count":1,"href":"https:\/\/emporiant.com\/support\/wp-json\/wp\/v2\/posts\/111\/revisions"}],"predecessor-version":[{"id":113,"href":"https:\/\/emporiant.com\/support\/wp-json\/wp\/v2\/posts\/111\/revisions\/113"}],"wp:attachment":[{"href":"https:\/\/emporiant.com\/support\/wp-json\/wp\/v2\/media?parent=111"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/emporiant.com\/support\/wp-json\/wp\/v2\/categories?post=111"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/emporiant.com\/support\/wp-json\/wp\/v2\/tags?post=111"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}