Users and roles

Invite, change, and remove users; role and access reference

Managing who has access to your account and workspaces, and what they can do.

Why use users and roles

• Control who can reach your account, workspaces, and individual journey maps

• Grant the right level of access (Admin, Editor, Viewer) at each scope without over-sharing

In this section

• Create account - Sign up from the marketing site or use the in-app Add account flow.

• Join by invitation - Accept an invitation, whether you're new to Smaply or an existing user.

• Switch accounts - Change the active Smaply Account when you belong to multiple.

• Access levels and permissions - Reference for Smaply's role and scope model: Admin, Editor, Viewer at Account, Workspace, Journey Map.

• Invite users - Invite users at account, workspace, or journey-map level. Covers all roles (Admin, Editor, Viewer).

• Change a user's role - Change roles at account or workspace level.

• Remove a user - Remove users and understand what they lose access to.