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Team Members & Roles

Team Members & Roles

ListGuard supports collaborative workspaces. You can invite teammates and assign them one of four roles, each with a distinct permission set.

Roles

RoleBadge colourWho it’s for
OwnerVioletThe workspace creator. Full access to everything including billing, workspace deletion, and all team management. Only one Owner per workspace.
AdminBlueTrusted team leads. Access to all features except billing changes and workspace deletion. Can invite and manage other members (but not other Admins or the Owner).
Suppression ManagerAmberOperations and deliverability specialists. Can create/edit suppression rules, run suppressions, and launch win-back campaigns. Read-only access to reports.
AnalystGreyReporting-focused users. Read-only access to Profile Audit, Tier Forecast, Jail Tracker, Alerts, and Audit Log. Cannot make any changes.

Permission matrix

ActionOwnerAdminSuppression ManagerAnalyst
View all pages
Create/edit suppression rules
Run suppressions & win-backs
Manage Klaviyo integration
Manage notifications
Manage VIP exclusions
Invite & manage team members
View billing & subscription
Change plan / manage billing
Delete workspace

Inviting a member

  1. Go to Settings → Team Members
  2. Enter the teammate’s email address and select a role
  3. Click Send invite

They’ll receive an invitation link valid for 7 days. When they click it, they’ll be prompted to sign in (or create an account) and then confirm joining your workspace.

If someone hasn’t accepted after 7 days, cancel the invite and send a new one. You can also copy the invite link directly from the pending invites list.

Managing members

Once a member has accepted their invite, they appear in the Members list. Owners and Admins can:

  • Change role — use the role dropdown next to any member (Admins cannot change other Admins’ roles)
  • Remove member — click the × button to remove access immediately

Removing a member revokes their access immediately. Any automated jobs they triggered (win-backs, suppression schedules) continue to run — they are workspace-level resources, not user-level.

Pending invites

Uninvited teammates appear in the Pending Invites section. From here you can:

  • Copy invite link — share the link directly if the email didn’t arrive
  • Cancel invite — revoke the link before it’s accepted

Agency workspace assignments

Agency plan accounts can assign team members to manage specific client workspaces. This is separate from the member’s role in your agency workspace.

In the Client Workspace Access section (visible only on agency plans):

  • Each non-Owner member is listed with toggle buttons for every client workspace
  • Click a client workspace name to assign or unassign the member
  • Assigned members can switch to that client workspace using the workspace switcher in the sidebar

A team member assigned to a client workspace gets access with their role from the agency workspace. An Admin assigned to a client workspace has Admin access there too.

See Agency Features for more detail on multi-workspace management.

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