Workspace owners can invite teammates from Account Settings > Team by entering an email address and selecting a role. Invited members receive an email link to set up their account.
WoEngage ships with three roles: Admin (full access, including billing and data source credentials), Editor (can build and launch campaigns but can't manage billing), and Viewer (read-only access to campaigns and results).
Roles can be changed at any time, and access updates immediately — no need to remove and re-invite a teammate to change their permissions.
For larger teams, we recommend limiting Admin access to one or two people and granting Editor access broadly, since Editors can still be restricted from specific data sources if needed.
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