The Team page in Settings lists everyone who can use your Appcues account, with their role and when they were last seen. Admins can invite teammates, change roles, manage pending invitations, and remove access.

Prerequisites

• Only Admins can invite, change roles, and remove teammates. Everyone else can view the list.

Open the Team page

1. Click your account menu at the bottom of the left sidebar, then Settings.
2. Click Team. The list of teammates opens.

Roles

Each teammate has one role, shown in the Permissions column.

Admin can do everything a Publisher can, plus:

• Invite, remove, and change the roles of teammates.
• Configure SSO and invite permissions.
• Change the plan and billing.
• Change Appcues AI settings.
• Manage email suppression lists and sending behavior.
• Change the account and user identifiers.
• Manage integrations, API keys, and webhooks.
• Configure mobile push notifications.

Publisher can do everything an Editor can, plus:

• Publish, unpublish, schedule, and archive experiences, and discard unpublished changes.
• Create, edit, activate, and delete Segments.
• Create and edit goals and themes.
• Create, pause, and end experiments.
• Remove localization languages.

Editor can:

• Build experiences and change their settings, without publishing them.
• Create and edit inactive Segments with Appcues AI.
• Create, edit, and archive Click-to-Track events.
• Turn the account frequency limit on or off and set it.
• Add email senders and localization languages.
• Add, rename, enable, and disable mobile apps.

Invite a teammate

1. Click Invite teammate. The Invite teammate dialog opens.
2. Enter their Email address.
3. Choose a Role.
4. Click Send invite. The invitation appears in the list as Invite pending, and they get an email.

To invite more people, repeat the steps for each one. If you see "You've reached your plan limit", remove a user or contact support to raise the limit.

Accept an invitation

The teammate clicks the link in the invitation email:

• If they already have an Appcues login, they sign in with it, and the account is added to their account menu.
• If they don't, they create a login with the invited email address.

They need to accept with the same email address the invitation was sent to.

Manage pending invitations

Pending invitations show Invite pending, or Expired if they weren't accepted in time. Click the menu (⋮) on the invitation:

• Resend invitation: sends a new email, for example after it expired.
• Edit email address: sends the invitation to a different address instead.
• Cancel invitation: the link stops working.

Change a teammate's role

Choose a new role from the teammate's Permissions dropdown. The change applies right away.

Remove a teammate

1. Click the trash icon next to the teammate.
2. Click Remove to confirm. They lose access to the account right away.

Set up SSO

If your plan includes single sign-on, click SSO Configuration to choose who can join the account. See Set up Single Sign-On (SSO).

Switch accounts

If you belong to more than one Appcues account, open your account menu at the bottom of the left sidebar and choose the account. To set up an extra account for another product, contact support@appcues.com.

Change your email address

You can't edit your own email address. Instead:

1. Ask an Admin to invite your new email address.
2. Accept the invitation from your new email.
3. Ask the Admin to remove your old email address.

Reset your password

On the sign-in page, click Forgot password and follow the email. If you sign in with Google or SSO, reset your password with that provider instead.

If something isn't working

• A teammate didn't get the invitation. Check the address with Edit email address, ask them to check spam, then Resend invitation.
• A teammate sees a trial or the wrong account. They may have signed in with a different email or method. See Troubleshoot login and account access.
• You can't invite or change roles. You need the Admin role.

Still stuck?

Collect the following and contact support:

• Your Account ID, from Settings > Apps & Installation > Web.
• The email address of the teammate affected.
• A screenshot of the Team page.