Roles and Permissions

CustomerLabs lets you invite team members to your account and control their access using roles and permissions. This helps you ensure that each person on the team has the right level of access based on their responsibilities.

Roles

When inviting a user, you must assign them one of the following roles:

Role	Description
Marketer	Designed for marketing team members. Provides access to audience creation, destinations, and campaign-related features.
Developer	Designed for technical team members. Provides access to sources, tracking setup, API keys, and developer tools.

Permission Levels

In addition to a role, each user must be assigned a permission level that controls how much they can configure within the account:

Permission	Description
Account Standard	Can view and use most features but cannot change critical account settings or manage other users.
Account Admin	Has full access to all account settings, including managing users, billing, and all configurations.

Caution

Grant Account Admin permission only to team members who need to manage account-level settings, billing, or user access.

Email Notifications

When inviting a user, you can also choose which types of system emails they should receive:

Email Type	Who should receive it
Account Emails	Team members who need critical updates about the account (e.g., tracking issues, configuration alerts). Suitable for Marketers and Developers.
Billing Emails	Team members who manage payments and invoices (e.g., Finance or Operations team).

Important

These emails by default only goes to the email with which account was created. So while inviting any subsequent admin, choose the relevant emails for them to receive.

Tip

For example:

• Finance team members can be given Billing Emails access without giving them full admin privileges by assigning them the Account Standard permission.
• Marketers can be given Account Emails access so they stay informed about critical account updates that may affect their campaigns.

Inviting a New User

1. Log in to your CustomerLabs account.
2. Go to Settings → Users and Permissions.

3. Click the “Invite New User” button.

4. Enter the user’s Name and Email address.
5. Select their Role from the dropdown — Marketer or Developer.
6. Select their Permission Level from the dropdown — Account Standard or Account Admin.
7. Check the boxes for any email notifications they should receive:
   • Account emails
   • Billing emails
8. Click “Send Invite”.

Note

The invited user will receive an email with a link to set up their password and access the CustomerLabs account. The invite link is valid for 24 hours.

Managing Existing Users

From the Settings → Users and Permissions page, you can click on the “three dots” against a user

• to edit their role, permission level, or email preferences.
• to resend an invite if a user has not yet accepted it.
• to remove a user to revoke their access to the account.