Manage Users and Roles

Purpose

Users are the people in your organization who can log into SuperSend. Roles control what they can do. This article covers how to invite users, assign them to teams, create custom roles, and audit permissions.

Invite a New User

1. Go to Admin → Users tab.
2. Click Invite User.
3. Fill in:

• First Name and Last Name (required)
• Email (required) — this becomes their login email
• Role — the permissions level they'll have (see Roles section below)
• Notify User Via Email — choose:
• • "Yes (send login credentials to them)" — SuperSend emails the invite link directly to the user
  • "No (send login credentials to me)" — SuperSend shows you the invite link to share manually
• Teams — assign which team(s) they'll have access to (required; at least one team must be selected)

4. Click Invite.

After inviting, you'll see the generated invitation link. Copy it if you need to send it manually (e.g., in Slack or via your internal communication tool).

User Statuses

For Invited users, admins can click Copy Invite Link to resend the invitation link if the original was lost or expired.

Edit a User

Click the gear icon on any user row to open the Edit User modal.

Editable fields:

• First Name, Last Name
• Role — change the user's permissions level
• Teams — add or remove team access

Email is read-only — if an email address needs to change, delete the user and re-invite with the correct address.

Delete a User

In the Edit User modal, click Delete User. This removes the user from the organization entirely.

Deleting a user removes their access immediately. Their campaigns, contacts, and sent email history remain — deleting a user doesn't delete their data.

Roles and Permissions

Every user must be assigned a role. SuperSend has three built-in system roles and supports custom roles.

System roles (cannot be modified):

Custom roles:

When system roles don't match your needs (e.g., you want someone to manage campaigns but not billing, or view contacts but not export them), create a custom role.

Create a Custom Role

1. Go to Admin → Roles tab.
2. Click Create Role.
3. Enter a Role Name (e.g., "Campaign Manager," "Inbox Agent," "Reporting Viewer").
4. For each resource category (Campaigns, Contacts, Senders, Billing, Admin, etc.), check the allowed actions: View, Create, Update, Delete.

• Checking Create, Update, or Delete automatically enables View for that resource (you can't modify something you can't see).
• Unchecking View disables all other actions for that resource.

5. Click Save.

Edit or Delete a Custom Role

Click the … menu on any custom role row. You can edit the permissions or delete the role entirely. Deleting a role that's currently assigned to users requires re-assigning those users to a different role first.

System roles have a "System" badge and cannot be edited or deleted.

Permission Scope

Roles apply organization-wide and determine what a user can do. Team assignment (in the Users tab or team settings) determines which teams they can do it in.

For example: a user with the "Team Member" role who is assigned to Team A can operate within Team A but has no access to Team B's data.

Expected Result

All users are invited with the correct role and team access. Custom roles exist where needed to limit or expand access beyond the built-in options.

Troubleshooting

• Issue: A user can't access a feature they should have.

Fix: Go to their user record → check their role. Then go to the Roles tab and review what permissions their role includes. Also confirm they're added to the correct team.

• Issue: A user sees more than they should.

Fix: Review their role permissions in the Roles tab. Consider creating a more restrictive custom role and reassigning them.

• Issue: Invite link expired or lost.

Fix: Find the user in the Users tab (they'll show as "Invited") and click Copy Invite Link to get a fresh shareable link.

Related Articles

• Admin Overview
• Manage Teams

Updated on: 17/03/2026