Team
Manage team members, roles, and permissions to control access to your BeeCastly account.
Overview
The Team management system allows you to invite team members, assign roles with specific permissions, and control access to different modules and actions. Ensure security by following the principle of least privilege - give team members only the access they need to do their job.
Roles
Admin
Full access to all features except billing (optional)
Manager
Campaigns, contacts, messages, and analytics access
Marketer
Create campaigns and manage contacts
Agent
Messages only with limited contact access
Viewer
Read-only access to view data without making changes
Permission Matrix
Messages
View, create, edit, delete, export, launch, pause, templates
Contacts
View, create, edit, delete, export
Campaigns
View, create, edit, delete, export, launch, pause
Funnels
View, create, edit, delete, export
Workflows
View, create, edit, delete, export
Analytics
View reports and metrics
Integrations
View, configure connected services
Billing
View invoices and payment history (Admin only)
Admin Pages
Access to platform admin features (Admin only)
Member Management
Invite Members
Send email invitations to join your team
Edit Roles
Change member roles and permissions
Remove Members
Remove team members from your account
Resend Invitations
Resend invitation emails to pending members
Security Best Practices
Principle of Least Privilege
Give team members only the minimum access they need
Regular Audits
Review team members and permissions periodically
Remove Access Promptly
Remove access when team members leave the company