User Management: Invite, Roles, Remove Users

Use this guide to manage your team’s access in MyVideo.Email.

Invite a User #

1. Go to Users (/users).
2. Click Add User.
3. Enter required details.
4. Assign role (Manager or User).
5. Send invite.

What Happens Next #

• User receives invite email
• They click link, set password, and log in
• They appear in users list once activated

Assign/Change Roles #

• Owner: Full account control
• Manager: Team and selected settings management
• User: Standard usage permissions

Use least-privilege access: only grant Manager where needed.

Remove a User #

1. Go to user management page (admin/users view if applicable).
2. Find the user.
3. Click Delete in Actions.
4. Confirm deletion.

Note #

Deleting a user removes app access in MyVideo.Email.
It does not delete their CRM contact record.

Common Access Issues #

• “Can’t manage integrations”: likely role limitation
• “Can’t send”: may be role, tier, inactive account, or no active integration
• “Invite not received”: ask user to check spam/junk and retry invite if needed