How to Invite and Manage Users (Admin)

Inviting New Users to Your Organization

1. Click your name in the upper-right corner of the dashboard
2. Click Settings → Roles & Access
3. Click Invite a User (located in the top-right corner)
4. Fill out the invitation form:
   • First Name and Last Name
   • Email address (this becomes their login username)
   • Role (see role definitions for details)
   • Primary Team (required)
   • Secondary Teams (optional - add multiple if needed)
5. Click Invite

The new user will receive an email invitation with login instructions and a getting started guide.

Important: Email at Scale Security Permissions

For security reasons, "send as" permissions are not automatically granted to new users. Administrators must explicitly assign these - more information is available here.

Managing Pending Invitations

Resending invitations

1. Click your name at the top right of your dashboard
2. Click Settings → Roles & Access
3. In the Users sub-tab, search for the user (they must show Pending status)
4. Click the ellipses (...) next to their name
5. Select Resend invite

Withdrawing invitations

1. Click your name at the top right of your dashboard
2. Click Settings → Roles & Access
3. In the Users sub-tab, search for the user (they must show Pending status)
4. Click the ellipses (...) next to their name
5. Click Withdraw

Editing User Role

1. Click your name at the top right of your dashboard
2. Click Settings → Roles & Access
3. In the Users sub-tab, search for the user
4. Click the ellipses (...) next to their name
5. Click Edit
6. Click the Role drop-down in the pop-up and select the new role
7. Click Save

Deactivating Users

When to deactivate users

Deactivate users when they leave your organization or no longer need access to ContactMonkey.

How to deactivate

1. Click your name at the top right of your dashboard
2. Click Settings → Roles & Access
3. In the Users sub-tab, search for the active user
4. Click the ellipses (...) next to their name
5. Select Deactivate

Important notes about deactivation:

• User access is immediately removed
• All assets owned by the user remain with their assigned teams
• Users can be reactivated by sending a new invitation to the same email address