How Do I Add Team Members To My Workspace?

You can invite and manage team members directly from your workspace settings.

Adding a Team Member

1. Navigate to Settings from the left sidebar.
2. Click on the Members tab.

Here, you’ll see a list of all current team members in your workspace.

3. Click “+ Add New Member.”
4. Enter the user’s email address.
5. Select their role.
6. Submit the invitation.

The user must have an active CampaignLark account to join the workspace.

Checking Member Limits

To view how many team members your workspace can have:

1. Go to Settings.
2. Click on the Billing tab.

Your plan will outline any limits related to team members.

Available Roles

CampaignLark uses a role-based access control (RBAC) system. Each role inherits permissions from the roles below it.

• Admin
  Full access across the entire workspace, including billing, members, and settings. This role effectively owns the workspace.
• Manager
  Can manage contacts, imports, domains, API keys, and most operational features. Inherits Editor and Contributor permissions.
• Editor
  Can create and manage campaigns, templates, and automations, but cannot manage audience data or billing. Inherits Contributor permissions.
• Contributor
  Base role. Can create and work on campaigns, templates, and automations but has limited control over advanced features.

How Permissions Work

• Roles are hierarchical, meaning higher roles automatically inherit all lower-level permissions.
• Some actions are restricted to specific roles:
  • Only Admins can manage billing, members, and workspace settings
  • Only Managers and above can modify audience data (contacts, segments, tags, imports)
  • Only Editors and above can schedule campaigns or activate automations

Tips

• Assign roles based on responsibility to maintain security and control.
• Use Contributors for content creation and Managers for data control.
• Limit Admin access to trusted users only.

If you need help managing team access, feel free to contact support.