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Team & Permissions

Invite team members, manage roles, and configure organization settings.

Role Hierarchy

Scalegrowth uses a hierarchical role system. Each role inherits all permissions from the roles below it:

Owner

Full access including org deletion, billing changes, and transferring ownership. Only one owner per org.

Admin

Full access except org deletion and ownership transfer. Can manage billing, team, and all settings.

Manager

Can manage campaigns, leads, automation rules, and invite/remove members with lower roles.

Member

Can create/edit campaigns, manage leads, view reports. Cannot change settings or manage team.

Billing

Can view and manage billing, invoices, payment methods. Cannot access campaigns or data.

Viewer

Read-only access to dashboards, reports, and campaign data. Cannot make any changes.

Inviting Team Members

  1. 1. Go to Settings > Team and click "Invite Member."
  2. 2. Enter their email address and select a role.
  3. 3. They receive an invitation email with a link to join.
  4. 4. If they already have a Scalegrowth account, they are added immediately. Otherwise, they sign up first.
  5. 5. Invitations expire after 7 days. You can resend from the team management page.

Managing Permissions

  • Change role: Click "Edit Role" next to a team member. You can only assign roles at or below your own level.
  • Remove member: Click "Remove." Their access is revoked immediately. Historical data and audit logs are preserved.
  • Transfer ownership: Only the current owner can transfer ownership. Go to Settings > Organization > Transfer Ownership.

Security Best Practices

  • • Use the minimum required role for each team member (principle of least privilege).
  • • Review team access quarterly and remove inactive members.
  • • Use separate API keys per integration (do not share a single key).
  • • Enable 2FA for all team members (coming soon).