💡 There are four key roles within the system: Viewer, Editor, Admin, and Owner. Each role grants different levels of access to various objects, including campaigns, contacts, mailboxes, and organizations.
Roles Overview
Owner: The creator of an organization automatically becomes the Owner. The Owner has full access to all objects in the system, including the ability to transfer ownership and delete the organization.
Admin: This role provides high-level access to all objects in the system, except for actions reserved for the Owner, such as transferring ownership and deleting the organization.
Editor: Editors have access to manage objects like Campaigns, Projects, Contacts, and Contact Lists, but do not have access to organization-level actions such as updating Organization settings or inviting team members.
Viewer: Viewers have read-only access to all objects in the system. They cannot update any entities, including Campaigns, Contacts, Organization settings, Team members, and more.
Invite a team member to organization
If you'd like to collaborate with your team, you can invite team members to your organization in Frostbite. Only users with Owner and Admin roles can invite team members to the system.
Navigate to the Profile icon at the header.
Select Settings.
Go to Team members .
Click 'Invite member'.
Enter or paste the email address(es).
Choose a role to assign to the team members.
Click 'Invite'.
✅ You have invited team members to the organization. They will receive an invitation email and have 7 days before the invitation expires. Once they accept the invite, they will join the organization and gain access according to their assigned roles.
Transfer ownership of organization
If your organizational structure is changed and you would like to assign another Owner, follow these steps:
Navigate to the Profile icon at the header.
Select Settings.
Go to Team members.
Select the team member you’d like to assign as the new Owner.
Click 'More menu'.
Choose 'Transfer ownership'.
Confirm by clicking 'Change' in the confirmation modal.
✅ You have created a transfer ownership request. The user will receive an invitation email and have 7 days before the invitation expires. Once they accept the invite, they will be assigned as the new Owner, and your role will change to Admin of the organization.
Delete member
If any of your team members no longer need access to your organization, you can delete them. Users with Owner and Admin roles have the ability to do this.
Navigate to the Profile icon at the header.
Select Settings.
Go to Team members.
Choose a team member you'd like to delete.
Click 'More menu'.
And then 'Delete member'.
Confirm your choice by clicking 'Delete' in the confirmation modal.
✅ You have deleted a team member from your organization. They will no longer have access to any data within the organization.