We use team members to maintain and manage our business.

To add a team member to your business, the team member must first create an account on accounts.pabbly using their email.
If they don’t have an account yet, an error toast will appear: “Failed to add team member.”

So, first make sure your team member creates their account on accounts.pabbly using the same email.

Once their account is created, we will give team-member access to that same email.

Now let’s see how to provide team-member access.

To add a team member, we will click on Add Team Member in the Team Members table.

When we click on Add Team Member, a dialog will open.

In this dialog:

1. First, enter the email address of the person you want to give access to.

2. Next, under the Select Business dropdown, choose the business you want to share.

   • You can select a single business or share access to all your businesses.

1. Then, under Select Access Type, choose the permission level you want to give:

• Admin Access

• Manager Access

• Read Only Access

After selecting the access type, simply click the Add button to complete the process.

Then the user’s details will appear in the Team Members table.

Now let’s understand all three access types:

Admin Access:

With this access, the team member can fully manage the business.
They will have both edit and delete rights.
They can do everything inside the business — add/delete subscribers, create/delete campaigns, and perform all actions without restrictions.

Now let’s understand what can be edited, updated, or deleted with Admin access.

1. Dashboard Page

On the Dashboard page:

• The Add Business button will be visible but disabled for team members.

• Four statistics cards are displayed:

  1. Subscriber Quota

  2. Subscribers Added

  3. Available Subscribers

  4. Businesses Added

Folder Section

• A Folder Card is visible where the folder name is displayed.

• The business exists inside that folder.

• ❌ Admin team members cannot create new folders on the dashboard.

Business Table (Right Side)

In the business table:

• Admin can apply filters.

• From the three-dot menu, Admin can click Edit Business.

✅ Editable Fields:

• Business Name

• Business Address

• Time Zone

❌ Non-Editable Fields:

• Business Website

• Subscriber Allocation (cannot increase or decrease allocated subscribers)

This covers the complete Dashboard page Admin access permissions.

2. Campaign Page – Full Access

Admin has full access to the Campaign Page.

Admin Can:

• Create a Folder

• Create an Email Campaign

Create Email

• Create and send email campaigns.

• Select any subscriber list.

• Apply filters before sending.

Reports & Table Actions

Admin can:

• Export campaign reports (table format)

• View campaign reports directly

• Check campaign status

From the three-dot menu, Admin can:

• Rename

• Preview

• Resend

• Save as Template

• Download Report

• View Report

• Move to Folder

• Duplicate

• Delete

Delete Behavior

• Deleted campaigns move to the Trash Folder.

• Admin can permanently delete campaigns from Trash.

3. Subscribers Page – Full Access

Admin has full control over subscriber management.

Subscriber List Page

• Create and manage subscriber folders.

• Add subscribers to:

  • A selected folder

  • Default list

Subscriber Table (Three-Dot Menu Options)

Admin can:

• Edit

• View Subscriber Activity

• Move to List

• Remove from List

• Delete

Admin can also:

• Export subscriber lists

3.1 Segment Page – Full Access

Admin can:

• Create segments

• Create lists

• View subscriber activity after segmentation

3.2 Custom Fields Page – Full Access

Admin can:

• Add new custom fields

• Delete custom fields

3.3 Tags Page – Full Access

Admin can:

• Add a tag

• Rename a tag

• Delete a tag

3.4 Lead Score – Full Access

Admin can:

• Fully manage Lead Scores

3.5 Suppression List Page – Full Access

Admin can manage:

• Unsubscriber List

• Bounce List

• Spam Complaint List

Admin Can:

• Add unsubscribers

• Move subscribers back to active lists

• Export:

  • Unsubscriber list

  • Bounce list

  • Spam complaint list

3.6 Subscriber Activity Page – Full Access

Admin can:

• Apply filters

• Export subscriber activity

• View subscriber details

• View complete activity logs

4. Analytics Page – Full Access

Admin has full access to Analytics, including:

• Statistics Cards

• Top Five Subscriber List

• Campaign Chart

• Campaign Analytics Table

Admin can:

• Apply filters

• Export campaign analytics reports

• View individual campaign reports

For more details about campaign reports:
https://docs.pabbly.com/doc/campaign-report-bkTx7oCQAU#h-statistics-cards-grid

5. Template Page – Full Access

Admin can:

• Create templates

• Delete templates

6. Workflow Page – Full Access

Admin can:

• Create workflows

• Create folders

• Rename folders

• Delete folders

• View workflow reports (Complete, Delay, Failed)

From the three-dot menu, Admin can:

• Disable

• Rename

• Edit

• Clone

• View Workflow History

• Move to Folder

• Delete Workflow

7. Settings Page

7.1 Business Details

Admin can:

• Edit business details

• Save and update business information

7.2 Delivery Server

Admin has full access and can:

• Create server

• Rename server

• Inactivate server

7.3 API & Webhooks

API

• Regenerate API Token (creates a new token)

Webhooks – Full Access

Admin can:

• Add webhook

• View webhook URL

• Test webhook

• View webhook events

From the three-dot menu, Admin can:

• Deactivate

• Edit

• Permanently Delete

7.4 Time Zone

Admin can change the Business Time Zone.

Manager Access

A Manager can edit items but cannot delete anything.
Manager access is limited compared to Admin access.

Now let’s understand what actions are restricted for Managers across the business.

1. Dashboard Page – Manager Access

On the Dashboard page, Manager access has the following restrictions:

❌ Manager Cannot:

• Add a Business

• Add a Folder in the Folder Card

• Search for a Business using the search bar

• Apply filters

• Export the business list

Managers can only view the dashboard data but cannot perform management-level actions.

2. Campaign Page

Manager access in the Campaign section is almost similar to Admin — except for deletion rights.

✅ Manager Can:

• Create a Folder

• Create an Email Campaign

• Send Campaigns

Campaign Table Actions

Manager can:

• Edit campaigns (if in draft)

• Send draft campaigns

• View campaign reports

• Check campaign statistics

From the three-dot menu, Manager can:

• Rename

• Preview

• Resend

• Save as Template

• Download Report

• View Report

• Move to Folder

• Duplicate Campaign

❌ Manager Cannot:

• Delete a campaign

3. Subscribers Section

Manager access is highly restricted in the Subscribers module.

3.1 Subscriber List Page – Fully Restricted

Manager:

• ❌ Cannot view subscribers

• ❌ Cannot add subscribers

• ❌ Cannot create subscriber lists

The Subscriber List section is completely restricted for Manager access.

3.2 Segment Page – Restricted

Manager:

• ❌ Cannot create segments

• ❌ Cannot manage segments

3.3 Custom Fields Page

✅ Manager Can:

• Add a new custom field

• Save custom fields

❌ Manager Cannot:

• Delete custom fields

3.4 Tags Page

✅ Manager Can:

• Add a tag

• Update (rename) a tag

❌ Manager Cannot:

• Delete a tag

3.5 Lead Score Page

✅ Manager Can:

• Modify lead score rules

3.6 Suppression List Page – Fully Restricted

Manager:

• ❌ Cannot view subscribers

• ❌ Cannot view unsubscribers

• ❌ Cannot view bounce list

• ❌ Cannot view spam complaints

• ❌ Cannot access suppression lists

3.7 Subscriber Activity Page – Restricted

Manager:

• ❌ Cannot view subscriber activity

4. Analytics Page

Manager has limited access to Analytics.

✅ Manager Can:

• View Campaign Analytics table

• View particular campaign reports

• Apply filters

• View:

  • OS Status

  • Devices

  • Click Visitor Location

❌ Manager Cannot:

• Export Campaign Analytics report

• View Subscriber Activity in reports

• View Campaign Link Click Report

• View Countries data

5. Template Page

✅ Manager Can:

• Create templates

❌ Manager Cannot:

• Delete templates

6. Workflow Page

Manager has strong editing rights but no deletion rights.

✅ Manager Can:

• Create folders

• Create workflows inside folders

• View workflow history

• View workflow reports

From the three-dot menu, Manager can:

• Disable

• Rename

• Edit

• Clone

• View Workflow History

• Move to Folder

❌ Manager Cannot:

• Delete workflows

7. Settings Page

7.1 Business Details

Manager:

• ❌ Cannot make any changes to Business Details

7.2 Delivery Server

✅ Manager Can:

• Add Delivery Server

• Rename Delivery Server

❌ Manager Cannot:

• Delete Delivery Server

7.3 API & Webhooks

API

✅ Manager Can:

• Generate (Regenerate) API Token

Webhooks

✅ Manager Can:

• Add a Webhook

• Edit a Webhook

• Deactivate a Webhook

• Test a Webhook

❌ Manager Cannot:

• Permanently Delete a Webhook

7.4 Time Zone

✅ Manager Can:

• Change Business Time Zone

Read Only Access:

A user with read-only access can only view data.
They cannot edit or delete anything.

Now we will see where the team member can view the access after the business has been shared with them.

If someone gives you access to their business, it will appear in the “Businesses Shared With You” table under the Settings → Team Members page.

In this table, you can see:

• Shared On: The date and time when the business was shared with you.

• Business Shared By: The owner who gave you access.

• Business Shared: The name of the business you received access to.

• Permission Type: The type of access you were granted (Admin, Manager/Write, or Read Only).

• Access Business Button: You can click Access Now to open and manage the shared business based on your permission level.

Once you click the Access Now button, you will be redirected to that business account. 

At the top, a hello bar will appear showing something like:

👉 Mohit Rathore logged in as: Admin / Manager / Read Only | Exit Access

You can manage the business according to the access level granted to you.
Only the pages and actions allowed by your permission type will be enabled, and restricted actions will remain disabled.

If you want to leave that business access, simply click the Exit Access button.

After that, you will exit the shared business and return to your own account.