Team and roles
Everyone in a workspace has one role. Roles decide what each person can see and do.
| Role | Who it’s for | Billing |
|---|---|---|
| Owner | Everything, including archiving the workspace. | Editor |
| Admin | Manages the team, templates and campaigns. | Editor |
| Developer | Builds templates and campaigns. | Editor |
| Marketer | Builds campaigns from published templates. | Editor |
| Viewer | Sees campaigns, comments and approves reviews they’re asked for. Can’t edit. | Free |
Plans are priced by editors: Owners, Admins, Developers and Marketers. Viewers are free and unlimited. For everything each role can do, see Roles and permissions.
A workspace always has at least one Owner.
Invite people
Section titled “Invite people”- Go to Team in the sidebar and click Invite people.
- Enter one or more email addresses, separated by commas.
- Choose a Role. Everyone in this invitation gets the same role.
- Click Invite.
Each person gets an email with a link to join. The link works for 7 days. Someone without a Modular Mail account creates one from the link, and their email address is confirmed automatically.
Who can invite:
- Owners and Admins can invite people with any role.
- Developers and Marketers can invite Viewers.
You can also invite reviewers straight from a campaign, as Viewers. See Reviews and approvals.
Manage invitations
Section titled “Manage invitations”Pending invitations are listed on the Team page. You can:
- Resend an invitation, for example if it went to spam or its link has expired;
- Withdraw an invitation so its link stops working.
Change a role or remove someone
Section titled “Change a role or remove someone”Owners and Admins can change anyone’s role from the Team page and remove members. You can’t remove or demote the last Owner.
When someone is removed, they lose access to the workspace straight away. Their comments stay, and any reviews they were asked for stop counting.