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: the Agency Dashboard, the Main company, and individual Client companies.

Difference between Agency roles

Agency roles in Channable, such as Marketeer and Agency Lead, define user access across the Agency Dashboard, the agency’s main company, and client companies. Understanding these roles helps in assigning appropriate permissions. In the table below we'll explain the difference.

Role	Agency Dashboard	Main Company (of the Agency)	Client Companies
Marketeer	Can see other users in the Agency Dashboard.	Permissions equivalent to an Employee role.	Permissions equivalent to an Employee role.
Agency Lead	Can change user roles (e.g., promote a Marketeer to Agency Lead). Can add or remove agency users.	Permissions equivalent to an Owner role.	Permissions equivalent to an Employee role.

For more details on User roles, refer to this article.

1

Inviting others to access your Agency Dashboard

• Go to the Agency Users tab and click the Invite users button in the top left corner.

  
• Enter the email address of the team member you wish to invite, select their role (Marketeer or Agency Lead) and click Invite user.

  
• The system will send an email invitation to the provided address with instructions on how to proceed.

• After inviting a team member, they will appear on the Agency Users page once they accept the invitation. If the invitation has not yet been accepted, you can find it in the Pending invites tab.

  

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 instead.

2

Removing users from the Agency Dashboard

To remove someone from your Agency Dashboard:

• Go to the Agency users section.

• Locate the person you want to remove and click the cogwheel icon next to their name.

• Select Remove user from the agency from the dropdown.

  

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

3

Changing the user role

To change an agency user's role:

• Go to the Agency Users section.

• Find the person whose role you want to change and click the settings icon next to their name.

• Select Manage role from the dropdown.