> For the complete documentation index, see [llms.txt](https://daisychain.gitbook.io/help/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://daisychain.gitbook.io/help/settings/users-and-roles.md).

# Users and Roles

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### Inviting and Managing Users

To invite a new user to your account, navigate to **Settings > Users.** You can invite users by entering in their email address and pressing the *Invite User* button.

After someone has been invited, but before they've accepted their invitation, you can click the "Resend" button to send them another invitation, or click "Revoke Invitation" if you'd like to cancel it.

After someone has joined your account, you can also click the "Remove" button if you want to ensure they can't log into Daisychain again, or the "Change Role" button to change their role.

### Roles Overview

Users can currently have one of three roles, each of which has different permissions:

* **Admin:** Full control over the entire account. Admins can manage all settings, users, integrations, data exports, API keys, and billing.
* **Manager:** Operational access to most day-to-day features. Managers can create and manage broadcasts, flows, pathways, automations, conversations, and integrations. They can also manage tags, saved filters, quick replies, notes, and questions. (Managers *cannot* manage other users' roles, or fully manage API keys.)
* **User:** Limited access focused on inbox work. Users can view and reply to conversations, send individual messages/replies, tag people, update assignments and custom fields, and record question responses. (Users *cannot* create broadcasts, manage flows or pathways, change settings, or access integrations.)

### Permissions by Role

<table><thead><tr><th width="350.40625">Feature</th><th>Admin</th><th>Manager</th><th>User</th></tr></thead><tbody><tr><td><strong>People</strong></td><td></td><td></td><td></td></tr><tr><td>View all people</td><td>✅</td><td>✅</td><td>❌</td></tr><tr><td>Edit standard fields</td><td>✅</td><td>✅</td><td>❌</td></tr><tr><td>Edit custom fields</td><td>✅</td><td>✅</td><td>✅</td></tr><tr><td>Edit assignments</td><td>✅</td><td>✅</td><td>✅</td></tr><tr><td>Manage tags</td><td>✅</td><td>✅</td><td>✅</td></tr><tr><td>Record question responses</td><td>✅</td><td>✅</td><td>✅</td></tr><tr><td>Data export</td><td>✅</td><td>✅</td><td>❌</td></tr><tr><td>Bulk tasks (tag, assign, add to pathway)</td><td>✅</td><td>✅</td><td>❌</td></tr><tr><td><strong>Messaging</strong></td><td></td><td></td><td></td></tr><tr><td>View and reply to conversations (Inbox)</td><td>✅</td><td>✅</td><td>✅</td></tr><tr><td>Send individual messages</td><td>✅</td><td>✅</td><td>✅</td></tr><tr><td>Create and send broadcasts</td><td>✅</td><td>✅</td><td>❌</td></tr><tr><td>Reply to broadcast replies (reply queue)</td><td>✅</td><td>✅</td><td>✅</td></tr><tr><td>Manage quick replies</td><td>✅</td><td>✅</td><td>Read only</td></tr><tr><td><strong>Pathways</strong></td><td></td><td></td><td></td></tr><tr><td>View pathways and stages</td><td>✅</td><td>✅</td><td>❌</td></tr><tr><td>Move people through stages</td><td>✅</td><td>✅</td><td>❌</td></tr><tr><td>Create and edit pathways</td><td>✅</td><td>✅</td><td>❌</td></tr><tr><td><strong>Automations &#x26; Flows</strong></td><td></td><td></td><td></td></tr><tr><td>Create and manage flows</td><td>✅</td><td>✅</td><td>❌</td></tr><tr><td>Create and manage automations</td><td>✅</td><td>✅</td><td>❌</td></tr><tr><td><strong>Integrations</strong></td><td></td><td></td><td></td></tr><tr><td>View integrations</td><td>✅</td><td>✅</td><td>❌</td></tr><tr><td>Manage integrations</td><td>✅</td><td>❌</td><td>❌</td></tr><tr><td><strong>Settings &#x26; Administration</strong></td><td></td><td></td><td></td></tr><tr><td>Account settings (billing, URL shortening)</td><td>✅</td><td>Read only</td><td>❌</td></tr><tr><td>Manage users and roles</td><td>✅</td><td>❌</td><td>❌</td></tr><tr><td>Manage API keys</td><td>✅</td><td>Read only</td><td>❌</td></tr><tr><td>Manage teams</td><td>✅</td><td>Read only</td><td>❌</td></tr><tr><td>Manage saved filters</td><td>✅</td><td>✅</td><td>❌</td></tr><tr><td>Manage notes</td><td>✅</td><td>✅</td><td>❌</td></tr><tr><td>Two-factor authentication settings</td><td>✅</td><td>❌</td><td>❌</td></tr></tbody></table>


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