How do I add team members to my organization?

You can easily collaborate with your colleagues by adding multiple team members to your Business Portal.

How to invite a new team member

1. Click Account in the left navigation menu.
2. Select the Team tile.
3. Click the Invite member button.
4. Enter their details and select their permission level (Admin or Sender).

Understanding Team Roles

Before inviting a user, choose the permission level that best fits their needs:

• Admin (Full Access): Has complete control over the account. Admins can manage team members, access billing and invoices, adjust account settings, and view all campaigns.
• Sender (Limited Access): Can create campaigns and send gifts, but cannot access billing details or manage other team members.

💡 Tip: Need to change a role later? You can update a member’s role from Admin to Sender (and vice-versa) at any time directly from the Team tile.