Adding Team Members to Your Account

Adding Team Members to Your Account


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 will need to cancel your trial to free up your email address before you can be added to your team's 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:

add team member

You'll be presented with a form which prompts you to add your new team member's first name, last name, and email address.

add team member form

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:

Admin Workspace
Manager
Author Viewer
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 data check_circle check_circle highlight_off highlight_off
Export data check_circle check_circle highlight_off highlight_off
Create/edit/delete Campaigns check_circle check_circle check_circle highlight_off
Send messages check_circle check_circle check_circle highlight_off
View Logs check_circle check_circle check_circle check_circle
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.

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.

FAQ

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.

Was This Article Helpful?