Invite your team mates

Invite your team mates

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In Successeve, you will have 3 types of seats.

• The Admin will be able to read, edit and delete datas, segments, automations…
• The member will be able to access all features available in the plan but won’t be able to  access application settings (for example: edit workflows, connect a service). View and edit customers in your portfolio only.
• The visitor will be able to view all customers profiles and team dashboards but cannot edit customers (for example: update attribute, add a note, log Gmail emails) and access application setting.

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In Successeve, you can also go deeper in the the rights of each and every person to create dedicated roles in Successeve.

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To do so, please follow this link and click on the little eye besides each team member: User management.