User Management

Integr8 lets you add multiple users to your account, each with a role that defines what they can see and edit. Create roles before adding users.

Create a role

Roles define the permission level for each section of the platform. You must create at least one role before inviting users.

1. Go to Organization > User Management.
2. Select the Roles tab.
3. Click + Create.
4. In the Create Role dialog, enter a Name (e.g., “Campaign Manager”) and optional Description.
5. For each Scope (Offers, Advertisers, Publishers, Users, Roles, API Keys, and more), set the Access Type:
   • None — the user cannot view or edit this section
   • Read — the user can view but not edit
   • Write — the user can view and edit
6. Click Save.

Invite a user

1. Go to Organization > User Management.
2. Select the Users tab.
3. Click + Create.
4. Fill in the user’s Email, First name, and Last name (Country, Timezone, and Notes are optional).
5. Keep Send password setup email to this user checked so they receive an invite.
6. Choose the base Role (Member, Account Manager, or Organization Owner) and select the Custom Role you created.
7. Click Create User. The user receives an email invitation to set their password.

Users can only be assigned one role at a time. To change a user’s role, edit the user and select a different role.

Edit or remove a user

1. Go to Organization > User Management.
2. Select the Users tab.
3. Find the user in the list and click their name.
4. Select the Settings tab.
5. Update their details or role, then click Save.
6. To remove a user, go to Danger Zone, click Delete User and confirm.

Permission reference

Permission	Can view	Can edit
None	No	No
Read	Yes	No
Write	Yes	Yes

Permissions apply section by section. A user can have Read access to Reports and Write access to Campaigns simultaneously.