> For the complete documentation index, see [llms.txt](https://helpcenter.channable.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://helpcenter.channable.com/get-started/getting-started-agencies/agency-dashboard/manage-access-to-your-agency-dashboard.md).

# Manage access to your Agency Dashboard

Learn how to invite agency users, assign roles, and 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="https://content.gitbook.com/content/UAGSVlvcNsqEqVUgr0tD/blobs/geo6G1Zk27jHijJv0YGI/19238094291986" 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="https://content.gitbook.com/content/UAGSVlvcNsqEqVUgr0tD/blobs/0zzjmN3Y57Q5JxIqGNpB/19238094315794" 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="https://content.gitbook.com/content/UAGSVlvcNsqEqVUgr0tD/blobs/BQgeHc0sCmlXbfZNiFUh/19238108150290" alt=""><figcaption></figcaption></figure>


---

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