Assign user roles

Table of Contents


What are user roles #

One of our collaborative features- ability to manage User Roles will enable you to assign different roles to members of your workspace.

If you are in the free plan, you will have to purchase the pro plan to access the feature.

You can add any member to your workspace, whether it’s your email copywriter, your designer, your Marketing Team Manager, or even clients and external stakeholders.

Enable a user in your workspace to be Viewer, Viewer & Editor, or Admin.

It will especially be helpful if you have different project/client folders and members working on those projects in the same workspace.

To use this feature, go to your workspace menu and then click ”Invite & Manage members”. 

If you don’t have any members in your workspace, firstly you will need to invite them to your workspace by clicking ”Invite member”.



When that’s done, you can change roles also in the dashboard by clicking the manage roles button.

  • Viewer- can view and send test emails
  • Editor – view, edit, send test emails and export them
  • Admin- view, edit, send test emails, export them, invite and manage members

You can also choose if you want to assign users to all folders.