Manage team members

Your account can have up to 300 total team members. Contact us if you need more than that.

Add team members

1. Go to Account Settings > Team Members.
2. Click Invite team member.

   

   
3. Enter the new team member’s first and last name followed by their email address.

   

   
4. Grant account-level access. By default, we assign people the Member role. Decide whether someone should be an Account Admin (full access) or Member (partial access).
   • Members cannot manage team members or cookie settings, but you can optionally grant them the following permissions:
     • Access billing & account info
     • Manage API credentials
     • Enable access for support teams
5. (Optional) If you’re adding a Member, decide whether to grant workspace-level roles: Workspace Admin, Author, or Viewer. By default, a Member does not have access to workspaces.
   • Choose “All” if you want to give this person the same access across all workspaces. Then select the role from the dropdown.
   • Choose “Custom” if this person should have different roles across multiple workspaces.

     

     
     • Check the box next to a workspace then choose a role from the dropdown. For Authors and Viewers, decide whether to hide attributes. You can also bulk assign workspace-level roles.
6. Click Send invite in the top right.
   1. You’ll be redirected to the Team Members page. Here you’ll see the person you just created. Their last login will show as “Invite sent.”

Your new team member will receive an email with a link to set a password. The link in the invitation expires after seven days. When the new team member sets their password, they can log in and get started with Customer.io! Note, if you’ve enabled SSO, they will not have to set a password.

Manage roles in bulk

You can assign and remove a role across multiple workspaces for a single person. You cannot assign roles and permissions across multiple team members at once, though.

1. Go to Account Settings > Team Members.
2. Click Invite team member to add a team member or click then Edit to modify an existing member.
3. Locate workspace-level permissions at the bottom. Click the radial for Custom. A list of workspaces will appear.
4. Assign or remove roles across each workspace.
   • If you don’t have many workspaces, you can change the role from the dropdown for each workspace.

     

     
   • If you have many workspaces:
     1. Check the box next to each workspace you want to assign the same access for.
     2. Click Select role at the top of the table to assign roles or click Reset to unassign access to workspaces. If you want to assign a role, select the role from the right hand panel. For Authors and Viewers, decide whether to hide attributes.

        

        
     3. Click Confirm. The table will update to reflect your selection.
5. Click Send invite or Save in the top right. If you created a new team member, they will receive an email invitation. If you updated a team member, they will not receive an email.

Edit team members

Account Admins can edit other team members’ names, email addresses, roles, and the workspace(s) they have access to. Account Admins as well as Members can edit their own names and emails.

1. Go to Account Settings > Team Members.
2. On the right, click then choose Edit and make your changes.
3. Click Save.

Delete team members

To delete or remove a team member, you must be an Account Admin.

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, roles, or the workspace(s) they have access to - you can edit the team member instead.

1. Go to Account Settings > Team Members.
2. Find the team member you want to remove. Click then Delete.
3. Confirm the action.

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 Account Settings > Team Members.
2. Find the team member. Click then Reset password.

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

Having trouble accepting an invitation?

Did you create a trial account under your email address or did you previously belong to a different Customer.io account?

Your email address can only belong to a single account in Customer.io. So, before you can accept the invitation, we need to free up your email address.

1. If you created a trial account under your email address, cancel your trial.
2. Contact us to disconnect your email address from the trial account.

FAQs

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?

Yes! When you add or edit a team member, go to “Workspace-level permissions,” click “Custom,” then assign roles to each workspace.

Why can’t I see all of our team members in my list?

Account Admins see all team members. Members only see team members assigned roles in one or more workspaces they have access to.

Why can’t I see all of our workspaces in my list?

Workspace Admins, Authors, and Viewers only see the workspaces they can access. Ask an Account Admin 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.