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User roles and permissions

Written by Donna

Influencer marketing moves fast, and the best teams move together. Get your crew into Modash so everyone can discover creators, launch outreach, and track campaigns side by side. No more forwarding spreadsheets, waiting on one person to pull data, or losing track of who contacted which creator.

User roles in Modash

Every Modash plan lets you add teammates. There are two roles:

  • Team Owner - Full control over the workspace, including billing, team management, and all platform features.

  • Teammate - Instant access to every creator list, campaign, conversation, and integration your team has built. Teammates jump straight into the action without needing admin controls.

Team Owners have complete access to everything in Modash:

  • Manage subscription plans and billing

  • Add and remove team members

  • Access all creator lists, campaigns, and data

  • Change workspace settings

  • View and download invoices

  • Cancel the subscription

Limited-access members

Team Owners can add Limited-access members who only see the lists and campaigns they're given, with financials completely hidden. This is perfect for freelancers, agencies, or regional teammates who need to work in Modash without seeing your full creator network or financial data.

Here's how Limited-access members work:

  • Discover and Email are always available

  • Manage lists, campaigns, and the Affiliate Hub are off by default. The Team Owner turns them on and picks which specific lists or campaigns the member can open

  • Cost, commission, sales, and revenue data are hidden across the platform

  • Payments, billing, and workspace settings are closed

  • Tracking links and gifts from campaigns they're not assigned to stay hidden in email variables, the creator sidebar, and CRM filters

To set up access, go to the Manage team members page, or click More, then Manage access on any specific list or campaign.

Inviting team members

Here's how to add someone to your Modash workspace:

  1. Click your profile icon in the bottom left corner.

  2. Click Invite new members.

  3. Enter their email address.

  4. Click Send invite.

They'll receive an email with instructions to join your workspace. You can track the status of pending invitations directly in the app - see who hasn't accepted yet and resend invites if needed.

If someone is already on your team, the invite is automatically blocked so you won't send duplicate invitations.

Use the search bar and role filter on the Manage team members page to quickly find specific teammates.

⚠️ If the person you're inviting already has an active Modash account or trial, they'll need to confirm that data from their previous account will be erased.

Removing teammates

If you need to remove someone from your workspace:

  1. Click your profile icon in the bottom left corner.

  2. Find the user you want to remove.

  3. Click Remove next to their name.

Only Team Owners can remove users. When you remove someone, they lose access immediately, their connected email inbox is disconnected, and all their lists, campaigns, and data stay in the workspace.

Transferring team ownership

Team Owners can transfer ownership directly from settings:

  1. Click your profile icon in the bottom left corner.

  2. Find the team member you want to transfer ownership to.

  3. Click Transfer ownership next to their name.

  4. Confirm the transfer.

The new owner gets full Team Owner permissions immediately, and the previous owner becomes a Teammate.

Team collaboration

This is where Modash really shines. The moment your team joins, everyone works from the same shared workspace:

  • Creator lists - build them together, no duplicates

  • Campaigns - track performance as a team in real time

  • Email templates and sequences - share your best-performing outreach

  • Shopify integrations - everyone sees order and sales data

  • Affiliate programs - manage commissions and payouts collaboratively

💡 You can also see which email addresses each team member has connected, so your team always knows who's handling outreach from which account.

FAQs

  • How many team members can I add?
    The number of seats depends on your subscription plan. Check your plan details in Account Settings.

  • Can Teammates update billing information?
    No. Only Team Owners can change billing and payment methods.

  • Can I invite someone who's already on another Modash team?
    A user can only be part of one team at a time. They'll need to be removed from their current team before joining yours.

  • What happens to someone's work when I remove them?
    Their lists, campaigns, and data stay in the workspace.

  • Can I have multiple Team Owners?
    No. You can only have one team owner per account.

  • Can I transfer team ownership?
    Yes. Go to Manage team members, find the person you want to transfer to, and click Transfer ownership. The transfer takes effect immediately.

  • Can I downgrade my plan if I have extra team members?
    You'll need to remove team members first before downgrading to a plan with fewer seats.

  • Will removed users get notified?
    Modash doesn't send an automatic notification. It's best practice to let them know directly.

  • Can I restrict a teammate to specific campaigns only?
    Yes. Add them as a Limited-access member. They'll only see the lists and campaigns you assign them to, with all financial data hidden. Discovery and Email are always available, while lists, campaigns, and the Affiliate Hub are off until you turn them on.

  • What's the difference between a Teammate and a Limited-access member?
    Teammates have full access to all features except billing and admin. Limited-access members only see the specific lists and campaigns assigned to them, and all cost, commission, sales, and revenue data is hidden from their view.

  • What happens to a removed member's email inbox?
    When you remove someone, their connected email inbox is automatically disconnected. Their conversation history is preserved in the workspace.

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