Managing your team
Every person has one role per account. A user can have different roles in different ValueMapper accounts.
Role comparison
| Area | Owner | Admin | Member |
|---|---|---|---|
| Overview and reporting | View | View | View |
| Promotions and redemption codes | Manage | Manage | Manage |
| Contacts, wallets, and credit | Manage | Manage | Manage |
| Merchants, integrations, webhooks, and settings | Manage | Manage | View only |
| Team access | All roles | Members only | No access |
| Account API tokens and ownership | Manage | No access | No access |
Use the least privileged role that lets the person do their work. Keep more than one active Owner so account access does not depend on one person.
Invite a teammate
- Open Team and select Invite member.
- Enter the person's email address.
- Choose the intended role.
- Send the invitation.
Pending invitations remain listed until accepted, cancelled, or expired. Confirm the email and role before resending an invitation.
Manage access
Depending on your role, you can change another person's role, suspend and restore access, or remove them from the account. These actions apply immediately to the account membership.
ValueMapper protects the last active Owner. Assign another Owner before demoting, suspending, or removing the only one.
Use View Role Information on the Team page for the current in-product access matrix.