How to manage team access to the Agency Area
You can add team members to your Agency Area, allowing them to manage client accounts and track earned commissions. To maintain data security, you can grant access only to specific client accounts.
In this article, we will talk about how to invite team members and manage their access to your agency's clients.
Define user roles
You can manage access rights through user roles. SendPulse offers seven standard roles, but you can create a custom role with specific permissions, including access to the Agency Area.
Go to Account settings > Team > User roles.
Standard role
Standard roles grant access to various SendPulse tools based on team members' responsibilities. The Manager and Superman roles specifically include access to the Agency Area.
| Manager |
View assigned clients, access their accounts, and track commissions earned for these clients. Read more: Limit access to agency clients. |
| Superman | View all clients, manage their accounts, monitor all commission percentages and rewards, and request withdrawals. |
Standard user roles cannot be edited. However, you can grant access to specific agency clients when inviting a team member for the Manager role.
To view a role’s access rights, click the three dots next to it, and select Check.
Custom role
Create a custom role to grant team members specific permissions beyond the standard roles. To do this, click Create new role and select access rights.
In access settings > General settings, select the Agency panel checkbox.
Read more: How to create a custom role.
Invite a user to your agency team
Go to Account settings > Team. Click Invite a new user.
Add the new user's email address and click Continue. If they do not have a SendPulse account, select an invitation language.
Read also: How to invite a user to your team.
Select a role
In the Role field, select a custom or standard role from the dropdown list.
Limit access to agency clients
When inviting users for the Manager role or a custom role, you can give them access to specific agency client accounts.
Scroll down to the tool list, and go to General settings > Agency Area. Select the email addresses of client accounts to which you want to grant access.
By default, access to all client accounts is unrestricted. The Superman role has no restriction list because it offers full access to all client accounts.
Click Send invitation and wait for the user to accept your invitation via email. Afterward, the user will join your agency team, allowing them to switch between teams and access the Agency Area.
If a team member has access to specific clients only, they will not see newly added clients. However, they will have access to any clients they personally add to your agency.
To grant access to a new client, add their email address to user access settings manually. Go to Account settings > Team, and click the three dots next to your team member’s name. In Agency Area, add a new client as described above.
Manage your team
To view the list of users on your team, go to Account settings > Team.
You can remove, block, or edit your team members' access rights. To do this, click the three dots next to a team member's name and select an option.
Last Updated: 03.03.2025
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