Adding Team Members to Your Account
If your email address is otherwise already in use with a different Customer.io account, you will need to use an alternate email address per account. Consider asking your email administrator to set up an alias address for you to use if needed.
As an Admin, you can add or remove team members from your Customer.io account by going to Account Settings and clicking to the Team Members section.
From there, click the "Add Team Member" button:
You'll be presented with a form which prompts you to add your new team member's first name, last name, and email address.
Then, choose their account type: Admin, Workspace Manager, Author, or Viewer. The main difference between account types is whether or not the user can make edits and changes to campaigns, access workspace settings, or account and billing information. Here's a breakdown:
|Access billing and account info||check_circle||highlight_off||highlight_off||highlight_off|
|Manage Team Members||check_circle||highlight_off||highlight_off||highlight_off|
|Manage Workspace settings||check_circle||check_circle||highlight_off||highlight_off|
|Manage API credentials||check_circle||check_circle||highlight_off||highlight_off|
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.
Admins by default have access to all workspaces. For Workspace Managers, Authors, and Viewers, you'll be able to choose which workspaces they'll have access to.
Once added, your new team member will receive an email asking them to set their Customer.io password. The link in the invitation will expire after 7 days. Once they've set their password, they'll be able to log in and get started with Customer.io.
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 firstname.lastname@example.org to get in touch with our support team.