Invite and Manage Team Members

Organization Admins can invite team members and manage access to ad accounts from one central place. This helps ensure the right people have the right level of access as your team grows.

Who can manage team members

Only Organization Admins can:

• Invite new team members
• Assign or update roles
• Grant access to ad accounts

If you are not an Org Admin, you can view team members but cannot make changes.

Team member roles

When inviting or updating a user, you can assign one of the following roles:

• Admin: Full access to manage campaigns, billing, and user permissions on assigned ad accounts
• Member: Can create and manage campaigns on assigned ad accounts

Users with Admin roles will have access to all ad accounts by default. Member role permissions are applied at the ad account level.

Invite a new team member

1. Open the top‑left menu and select Team under the Business section and click Add Member.
2. Enter the new team member’s email address, then click + Add to add them to the list. You can add multiple team members before sending invites.
3. For each team member, select a role (Admin or Member).
4. When you are ready, click Invite Member(s).
5. Each invited user will receive an email invitation to join your organization.

Assign users to ad accounts

If your organization manages many ad accounts, you can add a user to multiple ad accounts at once.

1. Navigate back to Team settings (Open the top‑left menu and select Team under the Business section).
2.  Under Active, find the team member you want to update.
3.  Click the kebab button (three vertical dots) on the right side of the relevant user’s row, then select + Add to Ad Accounts.
4.  Select or deselect the ad accounts you want to grant access to.
   1. To select or deselect all ad accounts at once, click Select All Ad Accounts at the top.
5. Click Save Changes to confirm the assignments.

Important Reminders:

• Users with the Admin role have access to all ad accounts by default.
• Member role permissions are applied at the ad account level.
• Invited users must first accept their invitation. Ad account access can only be updated for Active users who have joined your organization.