Members & Roles

Open Settings → Members to manage who can access the project.

• Owner — full access including billing
• Editor — configure messaging, audience, connectors, and developer tools
• Viewer — read-only access to dashboards and lists

Owners and Editors can invite new members (Viewers cannot use the invite form).

1. Enter the teammate’s email.
2. Choose a role: Viewer, Editor, or Owner.
3. Select Invite.

The invitee receives an email with a link. Invitations expire after 24 hours.

The Current Members table shows each user’s role and join date.

• Change roles from the dropdown (subject to permission rules)
• Remove a member — requires typing their name to confirm

Editors cannot modify Owners. Users cannot change or remove themselves.

Filter invitations by status: Pending, Accepted, Expired, or Cancelled.

• Copy invitation link for pending invites
• Cancel invitation when no longer needed