Skip to main content

Add team members and manage security roles

Abstract

Learn how to add team members and manage roles.

Security roles give Moosend users different access rights to different areas of a product. To configure the access that a user has to the features in Moosend, you can add a user and assign the necessary access rights.

This topic also describes how to edit and delete a security account.

You can add additional team members, with differing roles and permissions, to your account. The number of team members each account (or subaccount) can have depends on your billing plan:

Number of team members per account

Note

The following numbers include the Owner role.

  • Free 30-day trial plan - two team members.

  • Pro subscription plans - five team members.

  • Enterprise subscription plans - ten team members.

Add a team member

To add a team member and assign a role:

  1. On the menu bar, click More > Settings.

  2. On the menu on the left, click Team members.

  3. On the Team Members page, click Add new.

  4. In the User role section, select the role you want to assign. When you select a role, you can view all permissions in the Permission details field.

    For a general description of the available roles, refer to Security roles.

  5. In the Team member details section, enter the email address, name, and password, and then click Save.

Edit a team member

To edit a team member:

  1. On the menu bar, click More > Settings.

  2. On the menu on the left, click Team members.

  3. Navigate to the team member that you want to change and click Edit_campaign_icon.png. Now you can change the role and/or account details.

  4. Click Save to apply the changes.

Delete a team member

To delete a team member:

  1. On the menu bar, click More > Settings.

  2. Navigate to the team member that you want to delete and click trash icon.

  3. Navigate to the team member that you want to delete and click Delete.

  4. Click OK to confirm.