Read time 4 min
Level Beginner
Prerequisites Admin role; the email addresses of the colleagues to add
In a nutshell: Add users at Tenant Admin > Account Setup > Setup Users. Three roles are available: Admin (everything including money figures, billing, destructive deletes), Power (tenant configuration and all campaign and CRM work), User (day-to-day execution). Default new joiners to User and promote on demonstrated need. Each invite is one email per user; deactivate rather than delete leavers so the audit trail survives.
The three roles
Buzzscribed uses exactly three roles. Pick the one that matches each colleague's job:
| Role | What it covers | Typical job title |
|---|
| Admin | Everything Power can do, plus user management, billing and subscription, finance figures (gross / cost / net / margin / rate cards), and destructive deletes on agreements, line items and POs. | Agency owner, MD, finance lead. Usually one or two per tenant. |
| Power | Tenant configuration (branding, templates, terms, email service), all campaign and CRM work. Can open Tenant Admin. Sees the work and hours on financial pages without seeing the money columns. | Account director, senior account manager, operations lead. |
| User | Day-to-day execution: pitch lists, pitches, bookings, coverage, standard reports, CRM editing. Same screens as Power for normal work; Tenant Admin is the one page that is closed off. | Account executive, coordinator, junior consultant. |
"Owner" appears in some places as the label for the senior Admin (the original account holder) -- still Admin for practical purposes. There is no "Super Admin" or fourth role.
How to invite a user
- Open Tenant Admin > Account Setup > Setup Users.
- Click Invite User (or Add New User).
- Enter the person's name and email address.
- Select the role: Admin, Power or User.
- Click Send Invite. The person receives an email with a link to set a password and log in.
Each user needs a unique email address. Shared inboxes are not supported.
Managing existing users
- Change role: click a user to update their role between Admin, Power and User.
- Deactivate: revokes access while preserving the user's activity history (campaigns, emails sent, coverage logged). Stories carry the original author's name on the audit trail. Always deactivate a leaver rather than deleting them.
- Resend invite: if someone has not activated their account, resend the invitation email.
How to pick roles for a typical agency
A six-person agency might map roles as:
- Two Admins -- founding partners. Either can step in for finance / commercial action.
- Two Power users -- account directors. Own configuration and all campaign / CRM work; money figures route through the Admins.
- Two Users -- account executives. Day-to-day delivery.
The principle: default new joiners to User. Promote when a specific capability is missing. Under-granting is reversible; over-granting tends to go unnoticed until it matters.
Frequently asked
- What is the difference between Power and User?
- Narrow. Power can open Tenant Admin (for configuration) and is gated by the same money-figures rules as User on financial pages. For everyday campaign and CRM work, the screens are identical. Promote from User to Power when a specific configuration need surfaces.
- Can a Power user invite other users?
- Power can open the Setup Users page and see the user list, but adding or removing users and allocating licences are Admin-only actions.
- What happens if a user is deactivated?
- Login is blocked. All work (campaigns, pitches, bookings, coverage) is preserved with the user's name on the audit trail. Deactivation is reversible; deletion is not the preferred path.
- Can two people share an email address?
- No. Each user needs a unique email. Shared inboxes are not supported for user accounts.
Key takeaways
- Three roles only: Admin, Power, User.
- Invite at Tenant Admin > Account Setup > Setup Users.
- Default new joiners to User; promote on demonstrated need.
- Deactivate rather than delete leavers; the audit trail survives.
- Each user needs a unique email address.
What to read next
- Managing Email Templates -- set up reusable pitch, EDM and invoice templates before the team starts pitching.