Your team works in UMAP360 together — analysts watching dashboards, ops folks running campaigns, founders keeping an eye on billing. This page covers how to invite teammates and what each role can do, so you can give people exactly the access they need.
Inviting a teammate
Invitations go out by email from your settings. Only owners and admins can invite new members.
- Open Settings → Team.
- Click Invite Member.
- Enter the teammate's email address.
- Choose their role (see the matrix below).
- Click Send Invite.
The person you invited receives an email with a link to join your organization. Once they accept, they appear in your member list with the role you assigned.
Pick the smallest role that works
You can always promote someone later. Start people at the lowest role that lets them do their job — a Viewer who only needs to read dashboards doesn't need settings access.
What each role can do
UMAP360 has four roles. Higher roles include everything the roles below them can do, plus more.
| Capability | Owner | Admin | Member | Viewer |
|---|---|---|---|---|
| View dashboards & analytics | Yes | Yes | Yes | Yes |
| Use tools, build campaigns & flows | Yes | Yes | Yes | No |
| Manage organization & account settings | Yes | Yes | No | No |
| Manage team members & invites | Yes | Yes | No | No |
| Manage API keys | Yes | Yes | No | No |
| Manage billing & plans | Yes | Yes | No | No |
| Owner-only actions (e.g. deleting the organization) | Yes | No | No | No |
In plain terms:
- Owner — full access, including billing, API key management, and managing members. Owners can also perform owner-only actions like deleting the organization.
- Admin — full access to your data and settings, including billing visibility and management, but not owner-only actions.
- Member — can use dashboards, analytics, and the day-to-day tools (building campaigns, flows, and audiences), but cannot manage organization settings, billing, or API keys.
- Viewer — read-only access to dashboards and analytics. Viewers can't modify settings, campaigns, or data.
One organization per account
Each account belongs to a single organization. If you need a separate workspace, contact support.
Changing a role or removing someone
As your team changes, you can update who has access:
- Change a member's role — adjust someone's role (for example, promote a Member to Admin) so their access matches their responsibilities. If you don't yet see this option in your dashboard, reach out to support and they'll make the change for you.
- Remove a member — owners and admins can remove a teammate from the organization. You'll be asked to confirm. You can't remove yourself or the Owner.
Removing access is immediate
When you remove a member, they lose access to your organization right away. If they were the only person handling something — like an integration or a campaign — make sure someone else can pick it up first.
Each member's role is shown next to their name in the member list, and your own row is marked so you can spot yourself at a glance.
Next steps
- Security & access — passwords, two-factor, and session protection
- API keys — create and manage the keys that connect your integrations
- Plans & billing — manage your plan, usage, and payment method
- Account overview — everything else in your account settings
Last updated 2026-06-11