Manage users and permissions
EvangeGo allows you to add members to your team and manage their roles.
Adding users
To add a new user to your account, go to the Users section located in the account drop-down. Click on 'Invite User, enter their email address and select a role to send them an invitation to join your organization. They will receive an email with instructions on how to join.
Setting Roles
Once a member has been added, you can set their role. Roles determine what a member can and cannot do within EvangeGo.
Types of Roles
Currently, you can grant a user any of the following roles:
Owner: Can manage all aspects of the account and its data.
Admin: Can view and edit all data except user roles and billing information.
Member: Can view and edit contacts and campaigns.
Changing Roles
You can change a user's role at any time. To do this, go to the Users section located in the account drop-down, find the user whose role you want to change, and select the new role from the dropdown menu.
Revoking Access
If a member leaves your team, you can revoke their access. To do this, go to the Users section located in the account drop-down, find the user you want to deactivate, and click the toggle button in the Active
column to toggle the user account Inactive
. An inactive user cannot log in until you make them Active
again.
Need help?
If you need help managing members and permissions, don't hesitate to reach out to our support team. We're here to help!