Team access is role-based. When you invite someone, the role you assign determines exactly what they can see and do — and field partners are deliberately boxed into their own data.
THE ROLES
• Campaign Manager — full workspace access.
• Analyst — read plus analytics.
• Finance — budgets, payouts and billing.
• Agency manager / Agent — scoped to their own centres, agents and fulfillment only.
• Read-only — view without editing.
TO INVITE
1. In Settings → Team & roles, click Invite member.
2. Enter their email and choose a role.
3. Send the invite — they get an email to set a password, and access follows the role automatically.
WHY SCOPING MATTERS
Agency and Agent roles never see campaigns, budgets or billing — only the centres and fulfilment they manage. This lets you bring field partners onto the platform without exposing commercial data.