Account and team
Multiple accounts and your team
Several brands under one login, team invitations, roles and permissions.
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Several accounts (brands)
Each account has its own contacts, campaigns and domain. The Switch account control is at the top of the left menu: you'll see Your accounts and Add account (or user menu → New account). A new account starts on the Free plan, with you as owner.
Team and roles
| Role | What they can do |
|---|---|
| Owner | Everything, including plan and billing, transferring ownership and deleting the account. Approves sends. |
| Administrator | Everything except plan, billing and deleting the account: domain, SMS, settings, team, approving sends, exporting contacts. |
| Editor | Creates and edits campaigns, series, templates, automations, contacts and forms, replies in the Inbox. Sends only via Send for approval - cannot approve or schedule alone. |
| View only | Sees campaigns, contacts, statistics and the Inbox but can't change, send or reply to anything. |
The full "who can do what" table (✓ / –) is in Settings → Team → What each role can do. A button you don't have permission for is greyed out - hover it to see e.g. "Your role: Editor - ask the owner or an administrator".
Inviting someone
- Go to Settings → Team and enter an email under Invite a person.
- Choose a role and click Send invitation.
- They get an email with a Join the team button (the link works for 7 days, no password needed). If they already have a PingsYou login, they join right away.
Sent invitations are listed under Sent invitations - you can Resend or Cancel them. Change a role in the People on the team table, where you can also turn Inbox replying on or off for a person.
Transferring ownership and history
- Transfer ownership (owner only): the selected person becomes the owner and you become an administrator.
- An account always has at least one owner - the last one can't be demoted or removed.
- Change history shows invitations, role changes and removals: who and when.
- AI keys (MCP) act with the role of the person who created them. When you remove someone from the team, their keys stop working.