Give team members and clients exactly the right access (RBAC)

Until now there were two user roles: owner and developer. That was enough for small teams, but we kept getting requests for more options. Think of a bookkeeper who only needs to see the invoices, or a support agent who wants to view emails without touching the settings. And if you run an agency, you want to give a client access to the statistics of their own project. Nothing more than that.

All of this is now possible with role-based access control (RBAC). You create your own roles with the permissions that belong to them. Then you decide per team member or client which projects they can access. This addition had been on our roadmap for a while and is available starting today.

How does it work?

When you create a team, you get a number of system roles: Owner, Admin and Member. Alongside these system roles, you can create your own. Simply tick the permissions that belong to a role. Only managing invoices, or everything except the team settings? You decide.

Permissions come in two groups. Permissions that apply to the whole team, think of billing and team management. And permissions that only apply to the projects someone can access, such as viewing emails and statistics or managing routes and domains. You set that access per person: all projects, or a selection.

Give clients access to their own project

If you work for multiple clients, as an agency or as a freelancer, you probably send all transactional emails from a single account. With a project per client that was already well organized, but everyone with access could see all projects. Not great when a client wants to follow along.

Role-based access control solves that. Create a role that can only view statistics and emails, invite your client with that role and grant access to their own project only. Your client follows their sending activity, and the rest of your clients stay out of sight.

Combine it with hiding email content and you even decide per role who can view the content of emails.

Role-based access control is ready in your dashboard under Manage team → Roles. The system roles are available on all plans that let you invite team members. Want to create your own roles? That comes with Pro. Our documentation covers everything about roles, permissions and project access.