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 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.

As an Admin, you can add or remove team members from your Customer.io account.

  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.

Roles determine whether or not a team member can edit campaigns, access workspace settings, or account and billing information.

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 General Workspace settings1 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
Manage Message Settings1 check_circle check_circle check_circle highlight_off
Manage Sending Options1 check_circle check_circle check_circle 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
1 All of these items appear under Workspace Settings.

 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.

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.

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.

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