Manage user roles in a Channable account

Learn about user role permissions and invite or remove users from your company.

Available user roles by plan

The table shows each role's availability and permissions:

Role	Summary	Core Standard & Core Plus	Core Pro	Contact details	Billing	Manage access	Plans & Pricing
Owner	Full edit access	✔️	✔️	View & Edit	View & Edit	View & Edit	View & Edit
Employee	Can edit contact details, billing, and plans. Can view, but can't manage, other users.	✔️	✔️	View & Edit	View & Edit	View	View & Edit
Collaborator	Can edit contact details and plans. Can view invoice details. Can't manage access.	✔️	✔️	View & Edit	Limited View*	None	View & Edit
Read-only	Can view all information and settings, but can't make changes.		✔️	View Only	Limited View*	View Only	View Only
Setup-only	Can set up channels, but can't activate, deactivate, run, delete, or change them. Can't create projects, modify imports, or change settings or pricing.		✔️	View Only	Limited View*	View Only	View Only

*Can view invoice details, but not the payment profile.

Manage access

Invite a user

Only users with the Owner role can invite other users to access the company.

When you invite a new user to your Channable company, they will receive an email.

1. While in a company, click Company settings from the sidebar.
2. Click Invite user.
3. At Invite email, add the email address of the new user.
4. At Role, select the role for the new user.
5. Click Invite user.

Modern version

Legacy version

1. You then have to specify a role for the user. The rights of these roles are described in the table at the top of this article.

Delete a user

1. While in a company, click Company settings from the sidebar.
2. Locate the user you want to delete.

   1. In the Settings column, click the cog dropdown.
   2. Select Delete user