This guide explains the available user roles on the Influ2 platform and how to manage them efficiently to ensure proper access for your team.
User Roles Overview
Influ2 offers three primary roles: Admin, Manager, and Viewer. Each role comes with specific permissions to control what actions users can perform.
1. Admin Role
Admins have full access to the platform, including user management and billing.
- Feed: View
- Revenue: View/Export/Attribution Settings
- Cohorts: View/Edit/Create
- Content: View/Edit/Create
- Sales Priorities: View/Filter/Download
- Reports: View
- Journeys: View/Edit/Create
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Settings:
- Users: View/Edit/Create
- Integrations: View/Setup/Edit
- Billing: View/Setup/Edit
- Help: Access to Knowledge Base (KB)
2. Manager Role
Manager role is recommended for marketing managers and users who do not handle billing or user management.
- Feed: View
- Revenue: View/Reporting Export/Revenue Attribution Settings
- Cohorts: View/Edit/Create
- Content: View/Edit/Create
- Sales Priorities: View/Filter/Download
- Reports: View
- Journeys: View/Edit/Create
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Settings:
- Users: View/Edit/Create
- Integrations: View
- Billing: View
- Help: Access to Knowledge Base (KB)
3. Viewer Role
Viewers have restricted access and are primarily for users who only need to observe, without making changes.
- Feed: View
- Revenue: View/Reporting Export
- Cohorts: View (Cannot create cohorts or assign content
- Content: View (Cannot upload or create content)
- Sales Priorities: View/Filter/Download
- Reports: View
- Journeys: View
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Settings:
- Users: Not applicable
- Integrations: View
- Billing: View
- Help: Access to Knowledge Base (KB)
Inviting Team Members
To invite users:
- Go to Users in the settings.
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Click on Invite Users.
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Fill in their First Name, Last Name, and Email.
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Assign the appropriate role.
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Click Invite.
You can track invitations in the Invites Section. The invited user must confirm their account by following the "How to Activate Your Account" guide.

Canceling an Invitation
To cancel a sent invitation:
- Go to the Invites Section.
- Select the option to “break” the link.
The user will receive an error if they try to confirm the invitation.

Editing User Roles
To edit a user's role:
- Go to the Users page.
- Click the pencil icon next to the user's name.
- Select a new role.
Note: Role changes take effect the next time the user logs in.
Managing user roles in Influ2 helps maintain an organized team and protects sensitive information. Assigning the right roles ensures effective collaboration and proper access for each team member.
For more assistance, contact your Customer Success Manager.