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Adding Team Members to Your Account

Are you looking to give your team members access to your Customer.io account? Well this is the article for you!

To get started, go to your Settings and click Team Members.

From there, click the “Add Team Member” button:

Add Team Member

From there you’ll fill out the form:

Add Team Member

Add your new team member’s first name, last name, and email address. You can also choose their account type: Admin, Author, or Viewer. The main difference between account types is whether or not the user can make edits and changes to campaigns, as well as access billing information. Here’s a breakdown:

Access billing and account info Team management Create/edit/delete campaigns Send messages Export data View logs
Admin
Author
Viewer

Once added, your new team member will then receive an email asking them to set their Customer.io password, and when they’ve done that, they’re set! They’ll be able to log in and get started with their new Customer.io superpowers.