What this page helps you do
Add team members to your Nudgen workspace, assign roles, and manage pending or expired invitations. You’ll understand roles and permissions so you can collaborate safely.Before you start
- Owner or admin access
- Email addresses of people you want to invite
Roles and permissions
| Role | Can do |
|---|---|
| Owner | Full access. Manage billing, team, and workspace. Cannot be removed. |
| Admin | Invite and manage members. Edit campaigns, contacts, brand. No billing. |
| Member | Create and edit campaigns, upload contacts, use brand configs. Limited team access. |
Only owners and admins can invite new members or change roles. Members can view the team list but cannot modify it.
Invite a team member
- Go to Settings → Team.
- Click Invite member.
- Enter email and select role (Admin or Member).
- Send. The invitee receives an email with a link to accept.
Invitation statuses
| Status | Meaning |
|---|---|
| Pending | Invitation sent. Recipient can accept via the link in the email. |
| Accepted | Recipient joined. They appear in the team list with their role. |
| Expired | Invitation link timed out. Resend if needed. |
| Cancelled | Invitation was cancelled before acceptance. |
Change or remove a member
- Change role: Open the member, select a new role, save. Only owners and admins can change roles.
- Remove member: Use Remove and confirm. They lose access immediately. Their past actions remain in logs.
What happens next
- New members can upload contacts, create campaigns, and use shared brand configs.
- Owners retain control over billing and critical settings.
Troubleshooting
Invitee didn't receive the email
Invitee didn't receive the email
Ask them to check spam. Resend the invitation from the team page. Ensure the email address is correct.
Invitation expired
Invitation expired
Invitations expire after a set period. Create a new invitation with the same email.
Can a member see all contacts?
Can a member see all contacts?
Yes. Team members with access share the same workspace and contact list. Use tags and campaigns to organize work.
Related docs
Account settings
Overview of all settings.
Signatures
Email signatures for campaigns.