User Management

Integr8 lets you add multiple users to your account, each with a role that defines what they can see and edit. Create roles before adding users.

Create a role

Roles define the permission level for each section of the platform. You must create at least one role before inviting users.

1. Go to Organization > User Management.
2. Select the Roles tab.
3. Click + New Role.
4. Enter a name for the role (e.g., “Campaign Manager”).
5. For each platform section, set the permission level:
   • None — the user cannot view or edit this section
   • Read — the user can view but not edit
   • Write — the user can view and edit
6. Click Save.

Invite a user

1. Go to Organization > User Management.
2. Click + New User.
3. Enter the user’s first name, last name, and email address.
4. Select the role to assign.
5. Click Save. The user receives an email invitation to set their password.

Users can only be assigned one role at a time. To change a user’s role, edit the user and select a different role.

Edit or remove a user

1. Go to Organization > User Management.
2. Find the user in the list and click their name.
3. Update their details or role, then click Save.
4. To remove the user, click Delete and confirm.

Permission reference

Permission	Can view	Can edit
None	No	No
Read	Yes	No
Write	Yes	Yes

Permissions apply section by section. A user can have Read access to Reports and Write access to Campaigns simultaneously.