How Can I Invite Team Members?

Last updated: December 2, 2025

To invite your team members to your AiSDR account:

  1. Navigate to the Team page.

  2. Click on the 'Add team member' button.

  3. Assign roles to your team members:

    • Regular User: Can set up and edit their own campaigns, but won't have access to the general dashboard or overall performance metrics.

    • Campaign Admin: Can view and edit campaigns created by any user.

    • Campaign Viewer: Can access all campaigns in read-only mode and reply to incoming messages, but cannot create, edit, launch campaigns, or change integrations.

      Screenshot 2025-12-02 at 17.52.31.png

Need to update user roles later? Feel free to contact us at help@aisdr.com or reach out in our Slack channel, we’re always happy to assist you!