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Add, manage, and delete users

Updated over 2 weeks ago

Administrators in Jebbit can invite teammates to collaborate on building experiences, viewing analytics, and managing attributes. With clearly defined user roles, you can assign access permissions based on each teammate’s responsibilities, keeping your workspace organized and secure.

Before You Begin

Only users with Administrator access can invite new users and assign or edit their roles. Make sure you’re logged in as an Administrator before proceeding.


Edit a User’s Role

To edit an existing user’s role:

  1. Go to the Invite Team Members page.

  2. Find the user you want to update and click Edit.

  3. In the pop-up window:

    • Change the User Role (e.g., from Business Owner to Administrator).

    • Update the default brand for login (if applicable).

    • Manage PII export access using the checkbox.

  4. Click Save to confirm changes.


User Roles and Permissions

Jebbit offers four user roles to manage access and responsibilities:

Administrator

  • Full platform access

  • Can invite/remove users

  • Assigns roles

  • Sets subdomains and brand settings

  • Manages custom fields and scheduled reports

Business Owner

  • Can create and edit experiences

  • Manages analytics, attributes, and integrations

  • Cannot invite users or access brand-level settings

Builder

  • Can create and edit experiences

  • Cannot access analytics or manage attributes

Analytics User

  • View-only access to reporting data

  • Cannot build experiences

  • Can view experience maps (no edit access)


Next Steps

  • Review and adjust user roles regularly to ensure appropriate access.

  • If managing multiple brands, confirm users are assigned a relevant default brand.

  • Share documentation or training resources to onboard your new teammates.


FAQs

  • Who can invite new users?
    Only users with the Administrator role.

  • Can I change a teammate’s role after inviting them?
    Yes. Navigate to the Invite Team Members page, click Edit, and select a new role.

  • How do I prevent a user from accessing reports with PII?
    During invite or edit, uncheck the option for PII export access.

  • What happens if a user has multiple brands?
    You can assign a default brand that displays when they log in.

  • The user didn’t receive the invite email. What should I do?
    Ask them to check spam/junk folders. If still missing, double-check the email and resend the invitation.

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