Inviting your team and setting roles
Invite colleagues, choose between Owner, Admin, Member and Viewer roles, and manage invitations per project.
On this page · 6 sections
Convultra lets you bring colleagues and clients into a project with the level of access each one needs. Roles are set per project, so one person can be an Admin on one site and a Viewer on another.
Inviting a team member
- Go to Dashboard → Account → Team.
- Click Invite Member.
- Enter their email address.
- Select a role (see below).
- Click Send Invitation.
The person receives an email with a link to join. If they do not have a Convultra account yet, they are prompted to create one.
Only users with the Owner or Admin role can invite and manage team members.
Roles and permissions
| Role | What they can do |
|---|---|
| Owner | Full access to everything, including deleting the project. There is one Owner per project: the person who created it. |
| Admin | Full access to settings, integrations, team management and all data. Cannot delete the project. |
| Member | Can view all data and edit conversion configuration, but cannot change settings, manage the team or access billing. |
| Viewer | Read-only. Sees every dashboard and report and cannot change anything. Good for stakeholders and clients. |
Viewers are read-only through the API and MCP server too: a Viewer connected through OAuth can read everything their role allows and cannot retry a delivery.
Choosing a role
- Media buyers and campaign managers: Member or Admin, depending on whether they need to adjust settings.
- Developers handling installation and integrations: Admin, since they need keys and integration settings.
- Executives or clients reviewing reports: Viewer.
- Agency account managers: Admin on client projects, or use the agency dashboard instead.
Teams are per project
Roles are assigned at the project level, not the account level:
- A person can be an Admin on one project and a Viewer on another.
- Team members only see the projects they have been invited to.
This suits agencies managing several client projects, and companies with separate projects for different brands or regions.
Managing invitations
Resend. If the email never arrived, find the pending invitation under Account → Team and click Resend. The link is refreshed and a new email is sent.
Cancel. Click Cancel next to a pending invitation to deactivate the link immediately.
Expiry. Invitations expire after 7 days. Expired invitations are marked on the Team page, and you need to send a new one.
Ask invitees to check their spam folder if the email does not show up within a few minutes.
Changing a role
- Go to Account → Team.
- Find the team member.
- Open the role dropdown next to their name.
- Select the new role.
Changes take effect immediately. Only Owners and Admins can change roles.
Removing a team member
- Go to Account → Team.
- Find the team member.
- Click Remove and confirm.
They lose access to the project immediately, but keep their Convultra account and any other projects they belong to.
Owners cannot be removed. To transfer project ownership, email support@convultra.com.