# Manage access to your Agency Dashboard

### Locations for applying user permissions

User permissions in Channable are set across three key areas, each impacting access and functionality differently:

* **Agency Dashboard**
* **Main company**
* **Client companies**

<figure><img src="/files/8ee30260ccbf068610bee2e871a2ffe59978917e" alt=""><figcaption></figcaption></figure>

### Types of Agency roles

Agency roles in Channable, such as **Marketeer** and **Agency Lead.** These roles define user access across the Agency Dashboard, the agency’s main company, and client companies.

<table data-header-hidden><thead><tr><th width="178.333251953125"></th><th></th><th></th><th></th></tr></thead><tbody><tr><td><strong>Role</strong></td><td><strong>Agency Dashboard</strong></td><td><strong>Main company (of the agency)</strong></td><td><strong>Client companies</strong></td></tr><tr><td><strong>Marketeer</strong></td><td>Can see other users in the Agency Dashboard.</td><td>Permissions equivalent to an <strong>Employee</strong> role.</td><td>Permissions equivalent to an <strong>Employee</strong> role.</td></tr><tr><td><strong>Agency Lead</strong></td><td>Can change user roles (e.g., promote a <strong>Marketeer</strong> to <strong>Agency Lead</strong>).<br>Can add or remove agency users.</td><td>Permissions equivalent to an <strong>Owner</strong> role.</td><td>Permissions equivalent to an <strong>Employee</strong> role.</td></tr></tbody></table>

{% hint style="info" %}
Learn more about [user roles in Channable](/account-billing/manage-your-account-and-settings/manage-user-roles-in-a-channable-account.md).
{% endhint %}

### Invite others to access your Agency Dashboard

1. Go to the **Agency Users** tab and click **Invite users**.

   <figure><img src="https://helpcenter.channable.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2FUAGSVlvcNsqEqVUgr0tD%2Fblobs%2F4iwdKHGZwpm3AsjXvclc%2F19238108127378&#x26;width=768&#x26;dpr=3&#x26;quality=100&#x26;sign=4da6d65a&#x26;sv=2" alt=""><figcaption></figcaption></figure>
2. At **Invite email**, enter the email address of the team member you wish to invite and at **Role**, select their role (**Marketeer** or **Agency Lead**). Click **Invite user**.

   <figure><img src="https://helpcenter.channable.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2FUAGSVlvcNsqEqVUgr0tD%2Fblobs%2F8W5sJjdfF13ZJfQqTTLM%2F19238094303122&#x26;width=768&#x26;dpr=3&#x26;quality=100&#x26;sign=24961ee0&#x26;sv=2" alt=""><figcaption></figcaption></figure>
3. The invited user will receive an email instructions on how to continue.
4. After inviting a team member, they will show on the **Agency Users** page once they accept the invitation. If the invitation has not yet been accepted, you can find the user in the **Pending invites** tab.

   <figure><img src="https://helpcenter.channable.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2FUAGSVlvcNsqEqVUgr0tD%2Fblobs%2FiwrPAUqYFipCnQRXFfDR%2F19238094306194&#x26;width=768&#x26;dpr=3&#x26;quality=100&#x26;sign=64492c4b&#x26;sv=2" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
**Note:** The person you invite will automatically have access to all your managed companies. If you want a client to see how you are managing their account, [invite them to their specific company account ](/account-billing/manage-your-account-and-settings/manage-user-roles-in-a-channable-account.md)instead.
{% endhint %}

### Remove a user from the Agency Dashboard

1. Go to the **Agency users** section.
2. Locate the user you want to remove and click the cogwheel icon next to their name.
3. In the pop up, select **Remove user from the agency** from the dropdown.<br>

<figure><img src="/files/965ca0b106bc1ca1ae55ace9b4d2f7b59dad5850" alt=""><figcaption></figcaption></figure>

Once completed, the user will be removed from your **Agency Dashboard** and will no longer have access to your connected companies.

### Change a user role

1. Go to the **Agency Users** section.
2. Locate the user whose role you want to change and click the cogwheel icon next to their name.
3. Select **Manage role** from the dropdown.<br>

<figure><img src="/files/28951b8e04d6100ffa809565ad488842e9e68e01" alt=""><figcaption></figcaption></figure>


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://helpcenter.channable.com/get-started/getting-started-agencies/agency-dashboard/manage-access-to-your-agency-dashboard.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.