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Team Member Management

Manage all your organization members with the team manager.

Jean-Christophe Faul avatar
Written by Jean-Christophe Faul
Updated this week

The team manager let's you organize the users of your organization. You can invite users, set roles, edit information and view activity.


Roles

Multiple roles are available in an organization and each one gives access to different permissions:

Owner

The owner role is given to the user who initially created the organization. This role has the highest permissions level of the three and can see any special notifications. Only one user in an organization can be an owner. The role can be transferred to someone else if needed.

To view permissions per role, check the permission table below.

Admin

The admin (Administrator) has access to most of the permissions in an organization and can see some special notifications. An organization can have multiple admin.

To view permissions per role, check the permission table below.

Standard

The standard role is a basic role which let's users use most of AmpliPhi's feature. Their permission level is limited and don't have access to special notifications.

To view permissions per role, check the permission table below.


Permissions

The following table illustrates the differences in permissions for each roles.

Owner

Admin

Standard

Datasources

x

x

x

Channels

x

x

x

Segmentations

x

x

x

Campaigns

x

x

x

Templates

x

x

x

Team management

x

x

Billing

x

x

Billing reminders

x

Delete organization

x


Add a member

Adding a user to your organization can be done by admins or the owner. On the team manager page, in your organization settings, select Add User.

A invitation email will be sent to the added user with a link to join your organization. After accepting, the new member can start using AmpliPhi.


Resend an invitation

If a member you added hasn't received it's invitation email, has an expired invitation or an error occurred, you can send back an invitation. Resending an invitation can be done by admins or the owner.

On the team manager page, in your organization settings, find the user that needs an invitation, click the 3 dots menu and select Resend Invitation.


Remove a member

Removing a user to your organization can be done by admins or the owner. On the team manager page, in your organization settings, find the user that needs to be removed, click the 3 dots menu and select Delete User.

Note that a user cannot remove itself and cannot remove a user with higher or equal permission than them.


Transfer of ownership

To transfer ownership to someone, on the team manager page, the owner needs to find the user that will receive ownership of the organization, click the 3 dots menu and select Edit.

In the window, change the role of the user to owner and save. When the transfer of ownership is done, the previous owner will receive the role of Admin.


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