Team and roles

Inviting people to your account and what owners, admins and members can do.

Invite as many people as you like. Plans count checks, not seats.

Roles

Role Can do
Owner Everything, including billing and closing the account.
Admin Manage sites, rules, keys and the team.
Member See everything and mark messages as spam or real.

Adding someone

  1. Open Team in the dashboard.
  2. Enter their email address and choose a role.
  3. Press Add to team.

They sign in at app.cayve.co with that email address and a 6-digit code.

Changing or removing access

On Team, change a person’s role or press Remove. Changes apply straight away. Every change is recorded on the Activity page.

More than one account

One person can belong to several accounts, for example an agency’s own account and a client’s. Use Switch account in the dashboard to move between them.

Something unclear or missing? Email hello@cayve.co.