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Team Member Management

Manage all your organization members with the team manager.

Written by Divyesh Khatri

The team manager allows you to 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 assigned to the user who created the organization. It has the highest level of permissions, can view organization-level notifications, and is the only role that can be assigned to a single user at a time. Ownership can be transferred to another user if needed.

See the permission table below for a detailed comparison of each role.

Admin

The Admin role has access to most organization features and permissions, including certain organization-level notifications. An organization can have multiple Admins.

See the permission table below for a detailed comparison of each role.

Standard

The Standard role provides access to most of AmpliPhi's core features but has more limited permissions than the Owner and Admin roles. Standard users do not receive organization-level notifications.

See the permission table below for a detailed comparison of each role.


Permissions

AmpliPhi Feature

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

Admins and the Owner can add users to the organization. From the Team Manager page in Organization Settings, select Add User.

An invitation email is sent to the new user with a link to join the organization. Once they accept the invitation, they can begin using AmpliPhi.


Resend an invitation

If a user has not received their invitation email, the invitation has expired, or an error occurred, Admins and the Owner can resend the invitation.

From the Team Manager page in Organization Settings, locate the user, open the More Actions (three-dot) menu, and select Resend Invitation.


Remove a member

Admins and the Owner can remove users from the organization. From the Team Manager page in Organization Settings, locate the user, open the More Actions (three-dot) menu, and select Delete User.

Users cannot remove themselves or delete users with an equal or higher permission level.


Transfer of ownership

To transfer ownership, the current Owner must open the Team Manager page in Organization Settings, locate the user who will become the new owner, open the More Actions (three-dot) menu, and select Edit.

Change the user's role to Owner and save your changes. Ownership is transferred immediately, and the previous Owner is automatically assigned the Admin role.


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