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

# Team members & roles

> Add team members and manage access permissions

Collaborate with your team by adding members and assigning appropriate roles and permissions.

## User roles

Boosterberg offers four role levels with different permissions:

### Admin

Full access to all features and settings.

**Permissions:**

* Create, edit, and delete campaigns
* Manage all pages and ad accounts
* Add and remove team members
* Access billing and payment settings
* View all analytics and reports
* Connect/disconnect Facebook accounts
* Delete account

**Best for:** Account owners, senior managers

### Manager

Manage campaigns and pages without access to billing or team settings.

**Permissions:**

* Create, edit, and delete campaigns
* Manage page settings
* View all analytics and reports
* Export data
* Cannot access billing
* Cannot manage team members

**Best for:** Marketing managers, campaign managers

### Analyst

View-only access with reporting capabilities.

**Permissions:**

* View all campaigns and analytics
* Export reports
* Create custom reports
* Cannot create or edit campaigns
* Cannot access settings

**Best for:** Data analysts, stakeholders

### Viewer

Limited read-only access.

**Permissions:**

* View campaign list and basic metrics
* View dashboard overview
* Cannot export data
* Cannot access detailed analytics

**Best for:** Clients, external stakeholders

## Adding team members

<Steps>
  <Step title="Navigate to team settings">
    Go to **Settings** > **Team Members**.
  </Step>

  <Step title="Click Invite Member">
    Click the **Invite Team Member** button.
  </Step>

  <Step title="Enter email address">
    Type the email address of the person you want to invite.
  </Step>

  <Step title="Assign role">
    Select the appropriate role from the dropdown.
  </Step>

  <Step title="Set page access (optional)">
    Choose which pages they can access:

    * **All pages**: Access to all current and future pages
    * **Specific pages**: Select individual pages

    <Tip>
      Restrict access to specific pages when managing multiple clients or brands.
    </Tip>
  </Step>

  <Step title="Send invitation">
    Click **Send Invite**. They'll receive an email with instructions to join.
  </Step>
</Steps>

## Managing team members

### View team members

See all team members and their details:

* Name and email
* Role
* Page access
* Last active
* Invitation status (pending or active)

### Edit member permissions

Change a team member's role or page access:

1. Go to **Settings** > **Team Members**
2. Click on the team member's name
3. Update role or page access
4. Click **Save Changes**

<Note>
  Changes take effect immediately. The team member will see updated permissions on their next action.
</Note>

### Remove team members

Remove a team member's access:

1. Go to **Settings** > **Team Members**
2. Click **Remove** next to the team member
3. Confirm removal

<Warning>
  Removed members immediately lose access to all campaigns and data. They will not be notified.
</Warning>

### Resend invitations

If a team member didn't receive their invitation:

1. Go to **Settings** > **Team Members**
2. Find the pending invitation
3. Click **Resend Invite**

Invitations expire after 7 days.

## Page-specific access

Restrict team members to specific pages for better security and organization.

### Use cases

* **Agency managing multiple clients**: Each client manager only sees their client's pages
* **Multi-brand company**: Brand managers only access their brand's pages
* **Regional teams**: Team members only see pages for their region

### Setting page access

When inviting or editing a team member:

1. Under **Page Access**, select **Specific Pages**
2. Check the pages they should access
3. Save changes

### Viewing page access

See which team members have access to each page:

1. Go to **Settings** > **Pages**
2. Select a page
3. View **Team Access** section

## Permission matrix

| Feature          | Admin | Manager | Analyst | Viewer  |
| ---------------- | ----- | ------- | ------- | ------- |
| View campaigns   | ✅     | ✅       | ✅       | ✅       |
| Create campaigns | ✅     | ✅       | ❌       | ❌       |
| Edit campaigns   | ✅     | ✅       | ❌       | ❌       |
| Delete campaigns | ✅     | ✅       | ❌       | ❌       |
| View analytics   | ✅     | ✅       | ✅       | Limited |
| Export reports   | ✅     | ✅       | ✅       | ❌       |
| Manage pages     | ✅     | ✅       | ❌       | ❌       |
| Connect Facebook | ✅     | ❌       | ❌       | ❌       |
| Manage billing   | ✅     | ❌       | ❌       | ❌       |
| Add team members | ✅     | ❌       | ❌       | ❌       |
| Access API       | ✅     | ✅       | ❌       | ❌       |

## Team collaboration features

### Activity feed

See what your team is doing:

* Campaign creations and edits
* Budget changes
* Page connections
* Team member additions

Access at **Dashboard** > **Activity Feed**.

### Comments and notes

Collaborate on campaigns:

* Add notes to campaigns
* Tag team members with @mentions
* Leave comments on performance reports

### Notifications

Team members receive notifications for:

* Campaigns they created or manage
* @mentions in comments
* Budget alerts for their campaigns
* Performance milestones

## Best practices

<AccordionGroup>
  <Accordion title="Use the principle of least privilege">
    Grant team members the minimum permissions needed for their role. Start with Viewer or Analyst and upgrade as needed.
  </Accordion>

  <Accordion title="Review team access regularly">
    Audit team members quarterly:

    * Remove inactive users
    * Update roles as responsibilities change
    * Verify page access is still appropriate
  </Accordion>

  <Accordion title="Use page-specific access">
    When managing multiple clients or brands, always restrict access to relevant pages only.
  </Accordion>

  <Accordion title="Document team structure">
    Maintain a document showing:

    * Who has access to what
    * Why they have that access
    * When access was granted
  </Accordion>
</AccordionGroup>

## Troubleshooting

<AccordionGroup>
  <Accordion title="Team member can't see a page">
    **Causes:**

    * Page access not granted
    * Page was added after invitation

    **Solution:** Edit their permissions and grant access to the specific page.
  </Accordion>

  <Accordion title="Invitation not received">
    **Causes:**

    * Email in spam folder
    * Incorrect email address
    * Invitation expired

    **Solution:** Check spam folder, verify email address, or resend invitation.
  </Accordion>

  <Accordion title="Can't remove team member">
    **Causes:**

    * You don't have admin permissions
    * Trying to remove yourself

    **Solution:** Ask an admin to remove the member, or transfer ownership before removing yourself.
  </Accordion>
</AccordionGroup>

## Next steps

<CardGroup cols={2}>
  <Card title="Set up security" icon="shield-check" href="/account/security">
    Enable two-factor authentication
  </Card>

  <Card title="Control permissions" icon="key" href="/facebook-instagram/permissions-access">
    Manage Facebook permissions
  </Card>
</CardGroup>