> ## Documentation Index
> Fetch the complete documentation index at: https://help.statisfy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# User Management And Roles Guide

> In this article, you'll learn how to add and manage users, as well as understand the different roles available in Statisfy.

## Video Tutorial

<video controls className="w-full aspect-video rounded-xl" src="https://publicassets.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/1dd7d762-bae8-44a7-bd5d-6764b662ec75/published_v13/video.mp4" />

In this article, you'll learn how to add and manage users, as well as understand the different roles available in Statisfy.

**Step 1:** Begin by clicking on the company logo located on the right side of your screen.

![](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/1dd7d762-bae8-44a7-bd5d-6764b662ec75/a1eb6cc3-800d-4c6d-916c-a46e7e96258d/images/45b54f64-60d1-4ae5-8b26-86421d0d4f34.png)

**Step 2:** This will open the Manage Operate organizations page.

![](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/1dd7d762-bae8-44a7-bd5d-6764b662ec75/a1eb6cc3-800d-4c6d-916c-a46e7e96258d/images/4f68099e-6e2b-4628-ae99-bea0ecf2799d.png)

**Step 3:** On the first page, you'll see any existing members, their roles, and when they joined. If you need to remove a user, look for the three dots.

![](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/1dd7d762-bae8-44a7-bd5d-6764b662ec75/a1eb6cc3-800d-4c6d-916c-a46e7e96258d/images/bee9dbaa-33ac-4400-9750-628493e9c567.png)

**Step 4:** Click on the three dots to remove a user.

![](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/1dd7d762-bae8-44a7-bd5d-6764b662ec75/a1eb6cc3-800d-4c6d-916c-a46e7e96258d/images/5890e4a5-f387-49e3-a33a-e9623c067f18.png)

**Step 5:** Understand the roles available. Statisfy has six roles:

| Role                    | Best for                  | What they can do                                                                                                                                       |
| ----------------------- | ------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **Admin**               | Statisfy owners           | Everything — all settings, integrations, and configuration                                                                                             |
| **Member**              | CSMs and account managers | Day-to-day work (view and edit data, reports, workflows, campaigns) on their own book of accounts                                                      |
| **Member All Accounts** | Team leads                | Same as Member, but across every account in the organization                                                                                           |
| **Builder**             | Ops and enablement        | Everything a Member All Accounts can do, plus build in Agent Studio, the Email Builder, Survey Creator, and Knowledge Base — without full admin access |
| **Integration Admin**   | IT / data owners          | Connect and manage integrations, with read-only access to customer data                                                                                |
| **Viewer**              | Executives and observers  | Read-only — can browse all accounts and reports but can't change anything                                                                              |

Builder and Viewer see all accounts, like Member All Accounts.

![](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/1dd7d762-bae8-44a7-bd5d-6764b662ec75/a1eb6cc3-800d-4c6d-916c-a46e7e96258d/images/92f8c5fd-2927-4468-93e1-b58f0ea19812.png)

**Step 6:** When in doubt: give CSMs **Member**, leads **Member All Accounts**, the person building automations **Builder**, and anyone who only needs to look **Viewer**.

![](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/1dd7d762-bae8-44a7-bd5d-6764b662ec75/a1eb6cc3-800d-4c6d-916c-a46e7e96258d/images/ac09d643-676b-4127-8276-cb9d935ffda9.png)

**Step 7:** To invite new members, navigate to the Invitations section. Here, you can invite new members to the system.

![](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/1dd7d762-bae8-44a7-bd5d-6764b662ec75/a1eb6cc3-800d-4c6d-916c-a46e7e96258d/images/b68d1345-5fcf-4d4b-bd1f-b00978070df0.png)

**Step 8:** Click on Invite.

![](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/1dd7d762-bae8-44a7-bd5d-6764b662ec75/a1eb6cc3-800d-4c6d-916c-a46e7e96258d/images/bb76bd58-d9f6-4d95-b5b6-53a561736f44.png)

**Step 9:** Enter the email IDs of the people you want to invite. If you have multiple email IDs, separate them with a comma or a space.

![](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/1dd7d762-bae8-44a7-bd5d-6764b662ec75/a1eb6cc3-800d-4c6d-916c-a46e7e96258d/images/d2bfa309-567c-4259-a7cb-1d9789c41765.png)

**Step 10:** Select the role you want to assign to the new member.

![](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/1dd7d762-bae8-44a7-bd5d-6764b662ec75/a1eb6cc3-800d-4c6d-916c-a46e7e96258d/images/5da67925-d360-461a-b578-731b90e05fa5.png)

**Step 11:** For this example, we're assigning the Member All Accounts role.

![](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/1dd7d762-bae8-44a7-bd5d-6764b662ec75/a1eb6cc3-800d-4c6d-916c-a46e7e96258d/images/a1bf8963-4580-4f53-8ad8-60714c614198.png)

**Step 12:** Click on Send Invitation.

![](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/1dd7d762-bae8-44a7-bd5d-6764b662ec75/a1eb6cc3-800d-4c6d-916c-a46e7e96258d/images/28991822-4cc0-4e5e-9aed-ccdea0d14468.png)

**Step 13:** The invitation will be sent.

![](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/1dd7d762-bae8-44a7-bd5d-6764b662ec75/a1eb6cc3-800d-4c6d-916c-a46e7e96258d/images/5fbead00-6495-4e28-a180-b04f80d8db16.png)

**Step 14:** Click on Finish. You can view all pending invitations in the Invitations section.

![](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/1dd7d762-bae8-44a7-bd5d-6764b662ec75/a1eb6cc3-800d-4c6d-916c-a46e7e96258d/images/8be113b6-20bf-4377-9cfd-25e3ff0ccdf4.png)

**Step 15:** If you need to revoke an invitation, you can do so from this section.

![](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/1dd7d762-bae8-44a7-bd5d-6764b662ec75/a1eb6cc3-800d-4c6d-916c-a46e7e96258d/images/27829349-6d9c-4c70-8417-9e2da75d4d51.png)

**Step 16:** Click on Remove to revoke an invitation.

![](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/1dd7d762-bae8-44a7-bd5d-6764b662ec75/a1eb6cc3-800d-4c6d-916c-a46e7e96258d/images/68b630ef-e884-4ce9-9585-d3755d152ce3.png)

**Step 17:** The Requests section is where you can manage requests from your organization domain.

![](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/1dd7d762-bae8-44a7-bd5d-6764b662ec75/a1eb6cc3-800d-4c6d-916c-a46e7e96258d/images/29a4cc09-ed86-4cb6-864c-abcbddcb5302.png)

**Step 18:** Lastly, you have the Settings option where you can set up the organization profile and manage different domains if you have multiple.

![](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/1dd7d762-bae8-44a7-bd5d-6764b662ec75/a1eb6cc3-800d-4c6d-916c-a46e7e96258d/images/8b6c872e-04ec-40ed-ae30-b8d0feecf171.png)

That's all there is to managing users and roles in Statisfy. Thank you for reading!