Watch the walkthrough
Watch the walkthrough
The three roles
- Owner: the person who created the organization. There’s one owner, and nobody can change or remove them.
- Admin: manages members, invitations and organization settings. Only the owner can make someone an admin or take the role away.
- Member: works with everything else in the organization, from contacts to campaigns, but can’t manage the team or organization settings.
What each role can do
Rules that apply to everyone:
- You can’t change your own role or remove yourself.
- The owner’s role can’t be changed and the owner can’t be removed.
- The owner role can’t be handed to someone else from the dashboard.
Invite someone
1
Open the invite dialog
In the sidebar, select Team, then Invite Member. The button is on both the Members
and Invitations tabs.
2
Enter their details
In Email Address, enter the address they’ll sign in with. In Role, choose Member or
Admin. Only the owner can invite someone as an admin. Select Send Invite.
https://app.prod.brudcast.com/invite/…. The invitation appears on
the Invitations tab as Pending and expires 7 days after it’s sent. They open the link, sign
in with the invited address (signing up first if they need to), then select Accept Invitation or
Decline. Brudcast emails the owner when someone accepts. The invitee’s side of this is in
Create your account.
To resend, select ⋮ on a pending, expired or cancelled invitation, then Resend Invitation.
The link is emailed again with a fresh 7 days, and the original link keeps working. To cancel, select
⋮ on a pending invitation, then Cancel Invitation, and confirm. The link stops working, and
you can resend it later.
Find a member
On the Members tab, type in Search members… to match first or last name, or an exact email address. Use the role filter (All Roles, Owner, Admin, Member) to narrow the list.Change a member’s role
Before you start: you need to be the owner. Admins can open this dialog, but every change
between admin and member is reserved for the owner.
1
Open the member's menu
On the Members tab, select ⋮ at the end of the person’s row, then Change Role. The
menu doesn’t appear on your own row or the owner’s.
2
Pick the new role
In Change Role, choose Admin or Member, then select Update Role.
Remove a member
Before you start: you need the owner or admin role.
- On the Members tab, select ⋮ on the person’s row, then Remove Member.
- Confirm with Remove Member.
Working in more than one organization
One Brudcast login can belong to several organizations, such as one per brand or per client. Select the organization name at the top of the sidebar to switch between them; a check mark shows the active one. You can have a different role in each. Each organization keeps its own contacts, lists, segments, forms and templates; campaigns and reports; channels, sending domains, sender identities and mailboxes; subscriptions, wallet and invoices; members and roles; and API keys and webhooks. An API key only works in the organization it was created in. Your own account settings are not separate: your profile, password, two-factor authentication and theme apply everywhere. To create another one, open the switcher and select Add Organization. Your account needs a verified phone number first, or you see Verify your phone number before creating an organization. Enter the Organisation name and Country of incorporation (which sets the regional pricing your plans are offered at, and only support can change later), pick the channels you’ll send on and how you’ll send, then optionally an Industry and Company size, and select Create organisation. You’re its owner, it becomes active, and it starts on the free Email and Mailbox plans with its own Brudcast trial address. Nothing is carried over. You can’t remove yourself from an organization, so ask an admin or the owner to remove you. There’s no option to delete an organization in the dashboard; write to support@brudcast.com if you need one removed.Troubleshooting
“You do not have permission to perform this action”
“You do not have permission to perform this action”
Why: members can view the team but can’t invite, remove or change roles.Fix: ask an admin or the owner to do it, or to change your role.
“Only the owner can manage admin roles” or “Only the owner can invite admins”
“Only the owner can manage admin roles” or “Only the owner can invite admins”
Why: only the owner can make someone an admin or turn an admin back into a member.Fix: invite them as a member, then ask the owner to change their role.
“You cannot remove yourself from the organization”
“You cannot remove yourself from the organization”
Why: nobody can remove themselves.Fix: ask an admin or the owner to remove you.
“User is already a member of this organization”
“User is already a member of this organization”
Why: someone with that email address has already joined.Fix: find them on the Members tab. To change what they can do, change their role.
“An invitation for this email is already pending”
“An invitation for this email is already pending”
Why: there’s already a live invitation for that address.Fix: resend the existing invitation instead of creating a new one.
“This invitation was sent to a different email address”
“This invitation was sent to a different email address”
Why: the person accepting is signed in with a different address from the one invited.Fix: they select Switch Account and sign in with the invited address, or you send a new
invitation to the address they use.
“This invitation has expired” or “This invitation is not valid”
“This invitation has expired” or “This invitation is not valid”
Why: the invitation is older than 7 days, or it was cancelled, declined or already accepted.Fix: resend it from the Invitations tab, or send a new one if it was declined.
Related
Organization settings
What admins can change for everyone.
API keys
Keys are revoked when their creator is removed.