👥 How to manage team members

Your team is growing, people are changing roles, and you need to stay on top of who has access to what. Content Camel's team management gives you precise control—invite new users in seconds, adjust roles as responsibilities change, and revoke access immediately when needed.

Click on Settings in the left hand navigation, then select Account Settings.

You'll see the Team Members ("User Management") section where you can view and manage all users in your organization.

The team members list shows everyone who has access to your organization:

For each team member, you'll see:

• Name

• Email

• Role (Admin or User)

• Active Status - whether they are invited (yellow) or confirmed (green)

This gives you a quick overview of your team and their status.

Click the "+" button at the end of the user list.

Enter the new user's information:

• Email Address (required) - The user's work email

• Role (required) - Admin or Regular User

• Name (required) - Their full name

It's important to understand the difference between Admin and User roles:

Admin role:

• Full access to all content across the organization

• Can manage team members and permissions

• Can view organization-wide analytics

• Can configure organization settings (branding, CTAs, etc.)

• Can moderate and edit any content

User role:

• Can access the content library

• Can view team content that's been shared

• Can create collections and sites

• Can create and manage their own content within collections

• Can share content externally

• Cannot manage team members or organization settings

👉 TIP: Only grant Admin access to users who truly need it. Most team members will be fine with the User role.

Click Send Invitation to deliver the email. The new user will receive an email with instructions to set up their account and create a password.

💡NOTE: Users become billable only when they are onboarded and confirmed. Their status will be green in the user dashboard.

Once team members are in your organization, you can manage their roles and access.

Use the list to locate the team member you want to manage. Click the More menu (three dots) next to their name to see available actions:

• Edit Role - Change between Admin and User permissions

• Resend Invitation - If they haven't joined yet, send the invitation again

💡NOTE: To resend an invitation, simply invite the user again using the same email address. This triggers the re-invitation.

• Remove from Team - Deactivate their account and revoke access

Click Edit Role from the team member's action menu, then select whether they should be an Admin or User.

The user's permissions update immediately, and they'll have access to their new capabilities the next time they log in.

You might need to remove team members when:

• They leave your organization

• They no longer need access to Content Camel

• You're cleaning up inactive accounts

Click Remove from Team from the action menu, then confirm the removal.

Important: When you remove a team member, their content remains in the system, but they lose access to the platform. This ensures no content is accidentally deleted.

• Review team access regularly - Quarterly audits help keep your team list current

• Use the User role by default - Only promote to Admin when absolutely necessary

• Track last active dates - Remove inactive users to keep your team list clean

• Document role changes - Keep notes on why certain users have Admin access

• Onboard new users properly - Send them training resources along with their invitation

If you have any questions about managing team members or permissions, reach out to our support team. We're here to help you keep your organization secure and well-organized.