Adding and Removing Team Members

As an admin-level user, you can add, remove, and set roles for other members of your team. Your team can help you collaborate on campaigns, help with integrations, and so on.

 Looking to get added to an existing team?

If you accidentally created a new trial account instead of getting added to your team’s existing account, you need to cancel your trial and then contact us to free up your email address so that you can be added to your team’s account.

Your email address can only be associated with one account. If your email address is already in use with a different Customer.io account, and you want to access a second Customer.io account, you can ask your email administrator to set up an alias address for you so that you can access multiple Customer.io accounts.

How it works

You can add up to 300 team members to your account to help you manage your campaigns, newsletters, audience, etc. Team members do not add additional costs to your account: you should add anybody that can help you manage communications. Go to the Team Members page to add people to your account.

Your team members page shows you not only who is in your account, but when you added them, when they last logged in, and their role. Roles determine the permissions that people have in your account—whether they can edit campaigns, access workspace settings, or account and billing information.

The team members screen lets you add or remove people from your team
The team members screen lets you add or remove people from your team

Roles and permissions

When you add or edit team members, you can set their Role in your account. A person’s role determines whether a team member can manage workspace settings, people, campaigns, sources and destinations, and more.

Prevent team members from viewing profile and event data

For Viewers and Authors, you can mask profile and event attribute values that could include Personally Identifiable Information (PII) and Protected Health Information (PHI). To mask attributes, toggle on Prevent this person from viewing profile and event attributes. This hides all profile attribute values, except those generated by Customer.io like _created_in_customerio_at and cio_id, within Journeys and Data Pipelines. Team members with this toggle enabled will not be able to preview attributes in messages.

For Authors, this toggle not only hides data, but also changes the features they can manage in your workspace. When this toggle is enabled, authors cannot:

  • manage segments
  • objects and relationships
  • webhooks (but they can assign one as a campaign trigger)
  • edit people or attribute conditions for broadcasts

Customer.io Platform

AdminWorkspace
Manager		Author
Full AccessThe toggle - Prevent this person from viewing profile and event attributes - is disabled in Account Settings.		Author
Reduced AccessThe toggle - Prevent this person from viewing profile and event attributes - is enabled in Account Settings.		Viewer
Access billing & account infocheck_circlehighlight_offhighlight_offhighlight_offhighlight_off
Manage Team Memberscheck_circlehighlight_offhighlight_offhighlight_offhighlight_off
Manage API credentialscheck_circlecheck_circlehighlight_offhighlight_offhighlight_off
Enable/disable Experimental Featurescheck_circlecheck_circlecheck_circlecheck_circlehighlight_off
Enable/disable Cookie Settingscheck_circlecheck_circlecheck_circlecheck_circlehighlight_off
Enable/disable Customer.io account accesscheck_circlecheck_circlecheck_circlecheck_circlehighlight_off

Journeys

AdminWorkspace
Manager		Author
Full AccessThe toggle - Prevent this person from viewing profile and event attributes - is disabled in Account Settings.		Author
Reduced AccessThe toggle - Prevent this person from viewing profile and event attributes - is enabled in Account Settings.		Viewer
Create/delete Workspacescheck_circlehighlight_offhighlight_offhighlight_offhighlight_off
Manage General Workspace settings1check_circlecheck_circlehighlight_offhighlight_offhighlight_off
Import datacheck_circlecheck_circlehighlight_offhighlight_offhighlight_off
Export datacheck_circlecheck_circlehighlight_offhighlight_offhighlight_off
Create/delete Peoplecheck_circlecheck_circlehighlight_offhighlight_offhighlight_off
Create/edit/delete Object Typescheck_circlecheck_circlehighlight_offhighlight_offhighlight_off
Create/edit/delete Segmentscheck_circlecheck_circlecheck_circlehighlight_offhighlight_off
Edit Peoplecheck_circlecheck_circlecheck_circlehighlight_offhighlight_off
Create/edit/delete Objects and Relationshipscheck_circlecheck_circlecheck_circlehighlight_offhighlight_off
Manage Message Settings1check_circlecheck_circlecheck_circlecheck_circlehighlight_off
Manage Sending Options1check_circlecheck_circlecheck_circlecheck_circlehighlight_off
Create/edit/delete Campaignscheck_circlecheck_circlecheck_circlecheck_circle2highlight_off
Create/edit/delete Newsletters and API-triggered Broadcastscheck_circlecheck_circlecheck_circlecheck_circle2, 3highlight_off
Create/edit/delete Transactional email or pushcheck_circlecheck_circlecheck_circlecheck_circlehighlight_off
Send messagescheck_circlecheck_circlecheck_circlecheck_circlehighlight_off
View Object Types and Objectscheck_circlecheck_circlecheck_circlecheck_circlecheck_circle
View Logscheck_circlecheck_circlecheck_circlecheck_circlecheck_circle
1All of these items appear under Workspace Settings.
2Authors with reduced access cannot manage webhooks in campaigns (Send and Receive Data action) or broadcasts.
3Authors with reduced access cannot add attribute conditions to broadcasts.

Data Pipelines

AdminWorkspace
Manager		Author
Full AccessThe toggle - Prevent this person from viewing profile and event attributes - is disabled in Account Settings.		Author
Reduced AccessThe toggle - Prevent this person from viewing profile and event attributes - is enabled in Account Settings.		Viewer
Enable Data Pipelines for the first timecheck_circlehighlight_offhighlight_offhighlight_offhighlight_off
Create/edit/delete Sources & Destinationscheck_circlecheck_circlehighlight_offhighlight_offhighlight_off
View Sources & Destinations3check_circlecheck_circlecheck_circlecheck_circlecheck_circle
3Admins and Workspace Managers can view authorization headers in payloads for Sources and Destinations. Auth headers are redacted for Authors and Viewers.

 Importing and Exporting data

Import and Export options are disabled in the platform’s user interface for Authors and Viewers. However, team members can still access data (if needed) via our external API, and can interact with API keys here.

Add team members

As an Admin, you can add or remove team members from your Customer.io account. You can have up to 300 total team members. Contact us if you need more than 300 team members.

  1. Go to your Account Settings > Team Members page.

  2. Click Add Team Member.

    add team member
    add team member

  3. Enter the new team member’s name and email address.

    add team member form
    add team member form

  4. Select the new team member’s role: Administrator, Workspace Manager, Author, or Viewer. If you selected a non-administrator role, you can also restrict the workspaces the new team member is allowed to access.

Your new team member will receive an email asking them to set their Customer.io password. The link in the invitation expires after 7 days. When the new team member sets their password, they can log in and get started with Customer.io.

Remove team members

You might need to remove team members if they leave your organization. Removing a person does not impact content in your account—anything a person did as a member of your account will remain after you remove them from your team. If you only need to change someone’s settings—their name, email address, role, or the workspace(s) they have access to, you can edit the team member’s settings instead.

  1. Go to your Account Settings > Team Members page.

  2. Find the team member you want to remove and click Delete.

  3. Confirm your selection.

Edit a team member’s settings

You can edit a team member’s settings to change their name, email address, role, or the workspace(s) they have access to.

  1. Go to your Account Settings > Team Members page.

  2. Find the team member you want to remove and click Edit.

  3. Change applicable settings and then click Save changes.

change a team member's settings
change a team member's settings

Reset a team member’s password

If a team member forgets their password or their password is compromised, you can reset it on behalf of a team member.

  1. Go to your Account Settings > Team Members page.

  2. Find the team member you want to remove and click Reset password.

We’ll send the team member an email with instructions to reset their password.

FAQ

How many team members can I have?
You can have up to 300 total team members. Contact us if you need more than 300 team members.

Can I make a team member a Viewer for one workspace, but an Author for another workspace? Unfortunately no. Currently, team members can only be assigned a single role across all their assigned Workspaces.

Why can’t I see all of our team members in my list?
Workspace Managers, Authors, and Viewers only see team members who are in at least one common Workspace as them. If a team member seems to be missing, ask an Admin in the account to review the account’s workspace permissions.

Why can’t I see all of our workspaces in my list?
Workspace Managers, Authors, and Viewers only see the workspaces they can access. Ask an Admin in the account to add or remove workspaces from a team member’s list.

Have other questions or feedback?
Email win@customer.io to get in touch with our support team.

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