General

User Types

Understanding Different User Roles

1

Admin Role:

  • Admins have full access to the organization settings, billing, lead magnets, and user management.
  • They can manage pricing plans, invite or remove users, update billing information, and delete the entire organization.
2

Creator Role:

  • Creators have access to lead magnets only.
  • They can create, edit, and manage lead magnets, and also view submissions.
  • They do not have access to billing or user management.

Capabilities

1

Admins can access the “Billing” section to:

  • View or update the pricing plan.
  • Manage billing information.
  • Invite or remove organization members.
  • Delete the organization along with all associated data.
  • Admins can also invite new users and assign roles (Admin or Creator).
  • They can remove users by navigating to the “Members” section in the organization settings.
2

Creator Capabilities:

  • Creators can create, edit, and delete lead magnets by navigating to the “Lead Magnets” section in the dashboard.
  • They can view the list of submissions and download the data from the “Submissions” page.
  • Creators can manage all aspects of lead magnets but do not have access to organization billing or user management.

How to Switch Between Organizations

1

Upon logging in, you will be presented with an Organization Selector screen.

Sign-in screen highlighting the option to select or enter the organization name during the sign-in process.
2

Select the organization you want to access.

3

Each organization’s settings, lead magnets, and billing information are managed separately.

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