Set roles for your team members
Members and roles
On Tremendous, each member has a role assigned to them. By default, there are 5 types of roles available. Only admins can add/remove users, assign new roles, and create custom roles.
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Admin
Admins can access all functionality within a specific team including having access to billing information and settings, managing API keys, integrations, and connected apps, and changing user roles.
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Manager
Managers can manage campaign templates and orders, and view the full order and reward histories. They can also approve pending orders, manage the fraud review queue, manage the team balance, and modify payment methods.
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Sender
Senders can manage campaign templates and orders, and view the full order and reward histories. They cannot access their team settings and billing information.
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Finance
Users with a Finance role can manage the team balance, modify payment methods, and view the full order and reward histories
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Support
Support users can view, cancel, resend, and update rewards. They cannot create orders, manage campaign templates, access team settings or view billing information.
Set roles and budgets for your team members
Change a member’s role
- In the left-hand menu, click Team settings > Users & roles.
- To update a member’s role, click the more options menu in their row, and select Assign new role.
Customize spend controls
- In the left-hand menu, click Team settings > Users & roles.
- Click the more options icon in the member’s row, and select Add spend controls .
Customize roles
- In the left-hand menu, click Team settings > Users & roles.
- Click the Roles tab at the top of the table, and then click the Create role button.
- Enter the name and description of the role you wish to create. You will also need to select the set of permissions (e.g. Create digital orders) before creating the role.
- After entering the role details and clicking Create role, the custom role will be visible in the Roles tab, and can be assigned to members.