Dashboard
Members and roles
Invite people to a team, choose between member, admin and owner roles, and see what each role can do.
Everyone who works in a team's dashboard has one of three roles: member, admin or owner. The role is per team, so you can be an owner of one team and a member of another.
Members and roles apply to the dashboard. API keys have their own permissions. See Authentication.
Roles
| Role | In short |
|---|---|
| Member | Can see everything in the team's projects and do day-to-day work. Cannot change settings, keys, domains or billing. |
| Admin | Everything a member can do, plus configuration: domains, API keys, webhooks, sending broadcasts, members and billing. |
| Owner | Everything an admin can do, plus managing owners, archiving projects and deleting the team. |
What each role can do
| Task | Member | Admin | Owner |
|---|---|---|---|
| View emails, contacts, domains, templates, broadcasts and settings | Yes | Yes | Yes |
| Create and edit contacts, segments, topics and contact properties | Yes | Yes | Yes |
| Create and edit templates and broadcast drafts | Yes | Yes | Yes |
| Cancel a scheduled email | Yes | Yes | Yes |
| Delete contacts | Yes | Yes | Yes |
| Delete segments, topics, contact properties and templates | No | Yes | Yes |
| Send, cancel or delete a broadcast | No | Yes | Yes |
| Add, verify and delete domains, and change tracking | No | Yes | Yes |
| Create and revoke API keys | No | Yes | Yes |
| Create, enable, disable and delete webhooks | No | Yes | Yes |
| Add and remove suppressions | No | Yes | Yes |
| Create and rename projects | No | Yes | Yes |
| Set the postal address | No | Yes | Yes |
| View billing | Yes | Yes | Yes |
| Change plan, open the billing portal | No | Yes | Yes |
| Invite and remove members, revoke invites | No | Yes | Yes |
| Invite owners, change roles, remove owners | No | No | Yes |
| Archive a project | No | No | Yes |
| Delete the team | No | No | Yes |
Every member can leave a team, including owners, as long as another owner remains.
Invite someone
Open Settings and find the Members card. Enter an email address, choose a role and click Invite. Inviting needs the admin role, and only an owner can invite an owner.
- Sooner emails the invitation. You also get a single-use link that you can share yourself.
- The invitation is valid for 7 days. Pending invitations are listed with their expiry, and you can revoke one at any time.
- The person signs in with GitHub or Google, then accepts the invitation and joins the team.
- Whoever holds the link can accept it, so send it only to the person you are inviting.
Change a role or remove a member
An owner can change anyone's role from the role menu in the Members card. An admin can remove members but not owners. Removing an owner needs an owner.
A team always keeps at least one owner. You cannot demote, remove or leave as the last owner. Make someone else an owner first, or delete the team.
Member limits
| Plan | Members |
|---|---|
| Free | 3 |
| Pro | Unlimited |
| Scale | Unlimited |
| Enterprise | Unlimited |
On Free, pending invitations count toward the limit. When the limit is reached, inviting fails until you remove a member, revoke an invite or upgrade.
Roles and API keys
A role limits what a person can do in the dashboard. It does not limit an API key. An admin creates a key in the dashboard, and the key's permission, full_access or sending_access, decides what it can do through the API.
Give application code a sending_access key whenever it only sends email. See API keys.