Settings & Members

Settings & Members

The Settings page is where workspace administrators manage membership and configuration. What you see depends on your role.

Settings Tabs by Role

Workspace Admin (Admin role)

Super Admin

Super Admins see a global settings view with four tabs:

Managing Members

Inviting a member

1. Go to Settings → Members.
2. Click Invite Member.
3. Enter the user's email address and select their role (Author, Moderator, Admin).
4. Click Send Invitation.

The user receives an email invitation. They must click the link to accept and join the workspace. Pending invitations are shown in the Members list with an "Invited" badge. You can revoke a pending invitation at any time.

Requires Admin role or above.

Join Requests

Users can also request to join a workspace directly (if the workspace allows it). Pending join requests appear in the Members section. Admins can Approve or Reject each request.

Changing a Member's Role

1. In the Members list, click the member row or the Edit icon.
2. Select the new role from the dropdown: Author, Moderator, or Admin.
3. Save changes.

You cannot change the role of another Super Admin or demote yourself.

The is_moderator Flag (for Authors)

When a member has role Author, an additional checkbox appears: + Moderator. Enabling it grants the author moderator-level permissions (approve/reject campaigns and sender revisions) in addition to their author capabilities — without changing their role to Moderator.

This is useful when someone needs to both create campaigns and moderate others' campaigns in the same workspace.

This flag is ignored for Moderators and Admins (they already have the relevant permissions).

Removing a Member

1. In the Members list, click the ⋯ menu for the member.
2. Select Remove Member.
3. Confirm: "The member will lose access to this workspace."

The user loses all access to this workspace immediately. Their historical campaigns and audit records are preserved.

Workspace Settings

Admins can update the workspace display name in the Workspace tab. The slug (URL identifier) is set at creation and cannot be changed.

Proxy Settings (Super Admin)

The Proxy tab in Super Admin settings manages system-wide SMS gateway configuration:

These settings affect the campaign wizard — only active ESME channels appear in the wizard's channel dropdown, and only active strategies appear in the strategy step.

User Management (Super Admin)

The Users tab shows all users in the system. Super Admins can:

Next Steps

• Roles & Permissions — understand what each role can do
• Moderation — set the is_moderator flag for an author