Inviting and Managing Team Members

Overview

You can invite colleagues to your WhatGenius workspace so they can collaborate on campaigns, manage contacts, or monitor the inbox. Each member is assigned a role that controls what they can do.

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Before you start

• You need the manage_users permission to invite or manage team members.
• The person you are inviting needs a valid email address. They do not need an existing WhatGenius account — an invitation will guide them to create one.

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How to view your team members

1. Click Users in the left sidebar.
2. The page lists all members of your workspace.
3. Each row shows:
   • The member’s avatar or initials
   • Their name
   • Their email address
   • Their role (Owner, Admin, Editor, or Viewer)
   • A summary of their permissions
   • Action buttons (Edit permissions / Revoke access)

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How to invite a new team member

1. On the Users page, click the Invite a user button.
2. An invite modal opens with two fields:
   • Email address (required) — The email of the person you want to invite.
   • Role — Choose from the dropdown:
     • Owner — Full access to everything in the workspace.
     • Admin — Broad access; can manage most settings and resources.
     • Editor — Can create and edit content (campaigns, templates, contacts, etc.) but may not access administrative settings.
     • Viewer — Read-only access; cannot create or change anything.
3. Click Invite to send the invitation email.

The invited person will receive an email with a link to accept the invitation. Once they accept and create (or log in to) their account, they will appear as an active member in your Users list.

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How to edit a member’s role or permissions

1. On the Users page, click Edit permissions on the team member’s row.
2. A permissions modal opens showing a grid of individual permissions, organized in two columns.
3. Each permission card shows:
   • The permission name
   • A description of what it allows
   • A checkbox to enable or disable it
4. Check or uncheck permissions as needed.
5. An “Unsaved changes” indicator appears at the top whenever you have made changes that have not been saved yet.
6. The modal shows a count of how many permissions the user currently has.
7. Click Save changes to apply, or Cancel to discard.

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How to revoke a member’s access

1. On the Users page, find the member you want to remove.
2. Click Revoke access on their row.
3. Confirm the action in the dialog that appears.

The member will immediately lose access to the workspace. Their account is not deleted — they can still log in to WhatGenius, they just will no longer have access to this workspace.

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About roles

Role	Description
Owner	Full access to all features, including billing and workspace settings. Cannot have their own permissions modified.
Admin	Broad access; can manage most content and team settings.
Editor	Can create and edit campaigns, templates, contacts, and other content.
Viewer	Read-only access. Can see content but cannot create, edit, or delete anything.

Roles set a baseline, but individual permissions can be customized further for any member (except Owners) using the permissions editor.

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Tips & things to know

• Workspace Owners cannot have their permissions edited — they always have full access. Only one person in a workspace holds the Owner role.
• If a team member cannot see a section they should have access to, use the Edit permissions modal to check whether the relevant view_ permission is enabled for them.
• Invitations expire — if the invited person does not accept within a reasonable time, you may need to send a new invitation.
• A member’s role and permissions only apply to the current workspace. If they are also a member of other workspaces, their role in those workspaces is managed separately.