Adding Team Members to Your Account

Are you looking to give your team members access to your Customer.io account? Well this is the article for you!

To get started, go to your Settings and click Team Members.

From there, click the “Add Team Member” button:

Add Team Member

From there you’ll fill out the form:

Add Team Member

Add your new team member’s first name, last name, and email address. You can also choose their account type: Admin, Author, or Viewer. The main difference between account types is whether or not the user can make edits and changes to campaigns, as well as access billing information. Here’s a breakdown:

Admin Author Viewer
Access billing and account info check_circle highlight_off highlight_off
Team management check_circle highlight_off highlight_off
API credential management check_circle highlight_off highlight_off
Create/edit/delete campaigns check_circle check_circle highlight_off
Send messages check_circle check_circle highlight_off
Export data check_circle check_circle highlight_off
View Logs check_circle check_circle check_circle

Once added, your new team member will then receive an email asking them to set their Customer.io password, and when they’ve done that, they’re set! They’ll be able to log in and get started with their new Customer.io superpowers.

Note that the link in their invitation email will expire after 7 days so make sure they know to be on the look out for it and that they won’t be out of the office for a while when you send it. :)