User Roles

How to distribute user rights among your team members to work in your SendPulse account

How to invite a user to your team
Last Updated: 14.11.2024
You can invite new users and manage their SendPulse access rights. This will help increase project collaboration efficiency and enhance team cooperation.
How to manage a team
Last Updated: 03.10.2024
Creating teams in the CRM system helps you distribute the workload among your employees evenly and give users access to data and tools based on their roles. This allows you to access different teams’ workspaces from your account easily.
How to distribute standard user roles' access rights
Last Updated: 26.09.2024
To simplify your team’s workflow and increase their efficiency, you can provide access to your SendPulse account and grant the rights to view and manage data.
How to create a custom user role
Last Updated: 26.09.2024
User role permissions allow you to allocate access rights to improve your teamwork and ensure data security. With SendPulse, you can use the existing roles or create a custom one with the specified permissions and access rights.