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How can I add additional account users? (beta)
How can I add additional account users? (beta)

Learn how to give your teammates access to your account & define different user roles

Luise avatar
Written by Luise
Updated over a month ago

You want to invite other people to work with you on your Funnels & CRM but don't want to give them direct access to your entire account? No problem!


Simply invite team members, partners or customers to your Perspective account. Thanks to clearly defined user roles, you have full control over which rights and access each person has. This keeps your account protected while your team works together productively and efficiently. User roles not only ensure greater security, but also better organization and a focused distribution of tasks.

The 4 different user roles

There are a total of four other user roles that can be assigned. A user can have exactly one role.

👥 Contacts Manager

The Contacts Manager has access to the CRM and can therefore manage the contacts.

However, they do not have access to the Funnel Editor and therefore cannot edit the funnels themselves.

The Contacts Manager role can be defined on a workspace-specific basis.
This role will see a completely whitelabeled version of the workspace to which they had been invited (learn more).

✍️ Content Editor

The Content Editor has access to the Funnel Editor and can thus create, co-design and edit funnels. They can also invite other users as “content editors” themselves.
However, they do not have access to the CRM (sensitive contact data).

The Content Editor role can be defined on a workspace-specific basis & is available from the Volume Plan onwards.

📂 Workspace Admin

The Workspace Admin has access to the Funnel Editor as well as to the CRM and the analysis area, but only in a specific workspace. He can invite new users, but cannot change the roles of existing users.

The Workspace Admin role is available from the Volume Plan onwards.

🌐 Global Admin

The Global Admin has access to the entire account, just like the account owner. They can edit funnels, manage contacts and view the analysis in all workspaces. They can also invite other users, assign user roles and make changes to the subscription.

Invite users & assign roles

  1. Go to the workspace to which you want to add the user and click on “Invite” in the top right-hand corner
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  2. Enter the email address of the user you want to invite
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  3. Assign them the appropriate role
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  4. Click on “Invite”
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  5. Once the user has been added, they will receive an email with a link to join your account with the assigned role

Find more information on the following topics in our Helpcenter:

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