What you can do

Invite colleagues to your Campaignly organization so they can collaborate on campaigns, access shared resources, and work together on client accounts. Each person you invite gets their own login and permissions based on their role.

Who can invite people

Only organization admins can send invitations. If you're not an admin and need to invite someone, ask your organization admin to do it or promote you to admin first.

Invite a team member

1. Go to Settings → Team Members
2. Click Invite Team Member
3. Enter their email address
4. Select their role from the dropdown:
   • Admin — Full access to all campaigns, settings, team management, and billing
   • Manager — Can create and edit campaigns, manage assigned accounts, and invite clients
   • Editor — Can create and edit campaigns on assigned accounts only
   • Viewer — Read-only access to assigned campaigns and accounts
5. (Optional) Select which client accounts they should have access to. Leave blank to give them access to all accounts.
6. Click Send Invite

Your colleague receives an email with a link. They have 7 days to accept. Once they accept and create a password, they're added to your organization.

Resend or cancel an invitation

Pending invitations appear in the Team Members list with a "Pending" label.

• Resend: Click the three-dot menu → Resend Invite. A new email goes out immediately.
• Cancel: Click the three-dot menu → Cancel Invite. The invitation link becomes invalid.

Change someone's role or access

1. Go to Settings → Team Members
2. Find the team member and click the three-dot menu
3. Click Edit
4. Update their role or assigned accounts
5. Click Save

Changes take effect immediately. If you remove someone from specific accounts, they lose access to those campaigns.

Remove a team member

1. Go to Settings → Team Members
2. Click the three-dot menu next to their name
3. Click Remove
4. Confirm the removal

They lose access to the organization immediately. Any campaigns they were working on remain in your account — their work isn't deleted.

Important notes

• Each team member needs their own email address. You can't use the same email for multiple accounts.
• Billing admins can view invoices and manage subscriptions but are separate from team member roles.
• Team members can only access campaigns and accounts you've explicitly assigned to them.
• There's no limit to how many people you can invite, but your plan determines how many active seats you can use.