How to Add a Team Member
Team Members
The Team Members section allows you to manage users in your organization, assign their roles, and control their access to customers.
Step-by-Step Guide
1. Navigate to Team Members
Go to the sidebar menu and click Team Members to open the management view.
You’ll see a list of existing team members with their Name, Email, Role, and Assigned Customers.
2. Select a Company
If your account manages multiple companies, choose the correct one from the Company dropdown menu at the top.
Example: Samba - 1749627
3. Add a New Member
Click the Add team member button (top-right corner of the screen).
A form or popup will appear where you can enter, once finished:
- Name
- Role (choose from: Editor, Admin, Viewer, or Superadmin)
Once finished, click Submit to add the new team member.
4. Choose a Role
Each role grants different permissions:
- Viewer – Can only view data, no editing.
- Editor – Can create and edit content.
- Admin – Full control over campaigns and settings.
- Superadmin – Has access to all system-wide settings and management features.
Select the appropriate role from the Role dropdown menu next to the user.
5. Assign Customers
Under Assigned customers, you can specify which customers the team member can manage.
Click the All customers badge to edit this if you want to limit access.
- Only Admins or Superadmins can add or edit team members.
- You can edit roles anytime by selecting from the dropdown in the Role column.
Next Step:Ready to onboard a new client?
Learn how to set up a customer and connect their website: