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Managing User Permissions

How to invite users, assign roles, and understand access levels in Scrunch

Updated over a week ago

Overview

Scrunch uses role-based access so you can control who sees what. Organization Admins manage users in Organization Settings → Members. Direct brands manage access in Brand → Team Members.

Managing User Permissions

How to invite users, assign roles, and control access in Scrunch

Who can do this: Admins
Where: Organization Settings → Members (agencies and multi-brand orgs)
Brand level: Brand → Team Members tab (direct brands, or agency guests on a single brand)


Available Roles

  • Admin

    • Full access across the organization

    • Can create and edit prompts, tags, and the Context tab

    • Can invite/remove users and adjust permissions

    • Can create new brands (agency accounts only)

  • Editor

    • Can create and edit prompts, tags, and Context tab entries

    • Cannot add/remove users or create new brands

  • Viewer

    • Read-only access across all brands in the organization

    • Cannot make changes

  • Guest (agency accounts only)

    • Read-only access to the specific brand they were invited into

    • Cannot view other brands in the organization


Invite new users (organization level)

Use this flow if you are an agency or any org with multiple brands.

  1. Go to Organization Settings → Members

  2. Select + New Member

  3. Enter the email you'd like to invite and select role

  4. (Optional) Upgrade for specific brands

    • In the Team Members tab for each brand, admins have the ability to upgrade roles.

  5. Send the invite

    • The user receives an email to accept and set up their account

  6. Confirm access

    • Back in Members, hover the Access column to see brand coverage and any role upgrades

Tip: Keep org-level roles conservative, then grant brand-by-brand upgrades later (see “Adjust access per brand”).


Invite users to a single brand (brand level)

Use this flow for direct brands, or when an agency wants to give a client access to one brand.

  1. Open the brand, go to Team Members

  2. Select + New Member

  3. Enter the email address

  4. Choose a brand-level role

    • Direct brands: Admin, Editor, or Viewer

  5. Send the invite and confirm the user appears in Team Members

    • Automated invites will be sent out to the email addresses, inviting them to set up an account for that brand.

Note for agencies: The Guest role will show for accounts where visibility is restricted to one or a few individual brands.


Adjust access per brand (upgrades and restrictions)

Give someone a broader org-level role, then fine-tune on specific brands.

  1. Go to Organization Settings → Members

  2. Find the user, then in the Access column hover over their brand count

  3. For each brand, choose a role

    • Example: keep a user Viewer org-wide, upgrade them to Editor on “Brand A,” keep Viewer on “Brand B,” and remove access to “Brand C”

  4. Save changes

    • Hover Access to verify upgrades or restrictions

Note: This can also be done using the Team Members tab in each brand environment.


Change a user’s org-level role

  1. Go to Organization Settings → Members

  2. Open the actions menu next to the user (three dots), select Edit role

  3. Pick Admin, Editor, or Viewer, then Save

When to use: You want a default permission across all brands, then adjust exceptions with per-brand access.


Remove a user

  • From the organization:

    1. Organization Settings → Members → actions menu → Remove from organization

    2. Confirm removal, the user loses access to every brand in the org

  • From a single brand:

    1. Open the brand → Team Members

    2. actions menu next to the user → Remove from brand

Security tip: Remove users who no longer need access, and do not share logins.


Roles and what they can do

Role

Scope

Can invite/manage users

Create brands

Edit prompts, tags, Context

View only

Admin

Org or brand

Yes

Yes (agencies)

Yes

No

Editor

Org or brand

No

No

Yes

No

Viewer

Org or brand

No

No

No

Yes

Guest*

Specific brands (agencies)

No

No

Yes

No

* Guest is available to agencies, intended for access to specific brands.


Common scenarios

Give a client read-only access to one brand (agency)

  • Brand → Team Members → Invite → set role to Guest

Let a teammate add prompts across all brands, but not edit users

  • Org SettingsMembers → Invite as Editor

Limit a contractor to just two brands

  • Invite them as Editor using the Team Members tab for the two specific brands

One person needs broad read access, plus edit rights on a single brand

  • Set org-level Viewer, then upgrade that brand to Editor under Manage access


Troubleshooting

The invite email was not received

  • Ask the user to check spam

  • Confirm the email address is correct

  • Resend invite from Members (Organization Settings tab) or Team Members actions menu

  • Ask if they are able to log in using their email at app.scrunchai.com

  • If your company uses strict filters, ask IT to allowlist Scrunch notification emails

I cannot see the Invite button or 'Organization Settings' tab

  • You may not be an Admin. Ask an Admin to adjust your role

I cannot create new brands

  • Only Admins in agency orgs can create brands. Reach out to the support@scrunchai.com if you believe your role should be updated.


Best practices

  • Assign the minimum necessary role

  • Review Members and Team Members quarterly to clean up old accounts

  • Keep org-level roles simple, then refine access with per-brand upgrades


Glossary quick reference

  • Organization Settings → Members: Central place for org-wide user management

  • Team Members (brand level): Brand-specific user list and invites

  • Role upgrade: A brand-specific role that overrides the user’s org-level role for that brand

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