Members

Summary:

Using the Members Settings in ConvesioConvert, you can grant members of your team different levels of access to your ConvesioConvert site to control what they can do within the site.

In this article, we’ll cover the following topics:

• ConvesioConvert member roles
• How to add a new member
• How to change or revoke access

ConvesioConvert member roles:

There are four roles available on ConvesioConvert sites:

• Owner: This individual has full control over the ConvesioConvert site and receives important site notifications. Each site can have only one owner. They are the creator of the ConvesioConvert account and are in charge of billing. Only the owner will see the billing details of a specific ConvesioConvert site.
• Admin: Similar to an owner, an admin has full control over the ConvesioConvert account and also receives site performance notifications. However, an admin cannot delete the site or view the site’s billing information.
• Contributor: Contributors have access to a variety of ConvesioConvert features and receive site performance notifications. A contributor cannot view or edit site settings including general and email settings, members and integration. They do not receive site performance notifications and cannot export contacts.
• Analyst: Analysts can only view the workshop (popup, email, personalization, embedded forms, and media library), people (all contacts, segments, tags, attributes), automations, and analytics pages. An analyst cannot create or edit anything in the site.

Note: Only the site owner or admins can add or edit roles.

	Owner	Admin	Contributor	Analyst
Analytics	✅	✅	✅	✅
Automations	✅	✅	✅	View Only
Workshop > Emails	✅	✅	✅	View Only
Workshop > Popup	✅	✅	✅	View Only
Workshop > Personalizations	✅	✅	✅	View Only
Workshop > Embedded Forms	✅	✅	✅	View Only
Workshop > Media Library	✅	✅	✅	View Only
Performance Report Emails	✅	✅	✅	✅
Import People	✅	✅	✅	❌
Export People	✅	✅	❌	❌
Integrations	✅	✅	❌	❌
Members Management	✅	✅	❌	❌
Site Settings	✅	✅	❌	❌
Delete Site	✅	❌	❌	❌
Billing	✅	❌	❌	❌

How to add a new member:

If you are the owner or admin of a ConvesioConvert site, you can add a new member by following these steps. From your ConvesioConvert dashboard, click on the profile icon > Site Settings > Members and click Add New Member on the top right corner of the page.

Enter the new user’s email address, select their role and click Send Invite. An email will be sent to the newly added user asking them to accept the invitation by clicking on the Join ConvesioConvert button in the email. Once they accept the invitation they can create their ConvesioConvert account to access the site.

How to change or revoke access:

Go to your ConvesioConvert dashboard and click on the profile icon > Site Settings > Members to see current members. You can click on the three dots next to each member and select the Edit role option to change that user’s access. To remove that member from the site, select Revoke access.