User Management & Permissions

Streamline team access and maintain security with role-based user management

Effective user management ensures your team has the right access to create, collaborate, and maintain brand consistency. Whether you're onboarding new team members or configuring enterprise authentication, our user management system scales from small teams to large organizations.

Getting Started

What You'll Need

  • Account Admin or Template Admin permissions
  • List of team members to add
  • Understanding of your team's workflow and responsibilities
  • 5-10 minutes for basic user setup

Common User Management Tasks

  1. Add team members and assign appropriate roles
  2. Configure permissions based on job responsibilities
  3. Set up authentication (local passwords or SSO)
  4. Organize users into groups and departments
  5. Monitor and maintain user access over time 

User Management Essentials

User Roles Overview

Account Admin - Full system control

  • Manage users, billing, and account settings
  • Configure SSO and enterprise integrations
  • Best for: IT administrators, operations managers

Template Admin - Brand management focus

  • Create and manage brand templates
  • Control template access and organization
  • Best for: Brand managers, creative directors

User - Content creation capabilities

  • Create projects from templates
  • Customize content and collaborate
  • Best for: Marketing coordinators, sales teams

Viewer - Review-only access

  • View and comment on shared content
  • No editing or creation capabilities
  • Best for: Executives, external stakeholders

Team Organization Strategies

By Department:

  • Marketing, Sales, Customer Success, Operations
  • Clear role boundaries and template access

By Function:

  • Content Creators, Reviewers, Administrators
  • Workflow-based organization

By Location:

  • Regional teams with localized access
  • Geographic permission management

Related Articles 

Adding Individual Users

Perfect for: Small teams, new hires, contractors

Bulk User Management

Perfect for: Department rollouts, company-wide deployment

Understanding Roles & Permissions

Perfect for: Optimizing team access, security planning

Enterprise Authentication (SSO)

Perfect for: Companies with existing identity providers

Troubleshooting Access Issues

Perfect for: Resolving user problems, admin support

Questions about user management? Our team can help plan your setup: