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Retainful organizations support multiple team members with role-based permissions — your designer can edit templates without being able to touch billing.

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Invite a team member

1

Send the invitation

Go to Settings → Account → Users and click Invite. Enter their email and pick a role.
2

They accept

The invitee gets an email link. If they don’t have a Retainful login yet, they create one during acceptance.
3

Manage anytime

From the same page you can change a member’s role or remove them. Pending invitations can be revoked before they’re accepted.

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Roles and permissions

Roles bundle permissions — like content:edit, which gates editing campaigns, forms, and templates. Use the built-in roles, or create custom roles with exactly the permissions a job needs:
  1. Go to Settings → Account → Users → Roles.
  2. Click Create role, name it, and select its permissions.
  3. Assign it to members.
Members without a given permission see the relevant pages as read-only or restricted.

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Multiple organizations

An organization is a workspace — one store (or brand) with its own audience, campaigns, billing, and team. If you run several stores:
  • Create an organization per store and switch between them from the organization menu.
  • Team membership is per organization — invite people only to the workspaces they work in.
  • Billing is also per organization; each has its own plan.
Agencies: invite your client as the owner of their organization and keep your team as members — handovers later become trivial.