Roles
System roles
Every workspace has an owner, the person who created it. The owner is not shown in the roles list and cannot be reassigned from the app. New users are invited as admins and given a role you choose. Demand-Genius staff use a separate support role for onboarding and support.Custom roles
Open Settings > Roles. The table lists each role with its permissions grouped by module.
1
Click Create New Role
2
Name it
For example “Content Manager”.
3
Tick the permissions
4
Save
The role is available in the Users tab immediately.
Permissions
A further set of Experience permissions (View Experience Sections, Edit Define, Edit Data, Edit Design, Deploy Changes to Live) belongs to the retired forms feature and can be left unticked.
View Content Directory gates the Content Intelligence group in the sidebar, and the AI Search Intelligence dashboards sit under the same route, so a role without it sees neither. View Traffic, View Conversions and View Revenue gate the Performance columns in the Library. View Integrations gates the Integrations settings. Add Users / Manage User Roles gates both Team tabs.
What roles cannot do
There is no way to restrict a user to one brand, one segment or one directory. Permissions are workspace-wide and module-level. If you need a client or team to see only their own segment, give them their own workspace.Users
Open Settings > Users. The table shows Email, Name, Role, Invitation status and an active Status switch.
Invite a user
1
Click the add button on the Users card
You need the Add Users / Manage User Roles permission; without it the button shows “You do not have permission to add users”.
2
Enter First Name, Last Name and Email
3
Select a Role
Any role from Settings > Roles.
4
Send
The person receives an email with an acceptance link. Their row shows Pending until they accept. If they already have a Demand-Genius account for another workspace, accepting adds this workspace to it.
One invitation per email address per workspace. To re-invite someone, ask Demand-Genius to clear the earlier invitation.
Change a user’s role
Open the user’s row to see their details and choose a different Role. The change applies at their next page load.Deactivate or reactivate a user
Use the Status switch. Inactive users cannot log in to the workspace but keep their history. The switch is disabled for your own account, for users who have not yet accepted their invitation, and if you lack the manage-users permission.Troubleshooting
- The invitation email did not arrive. Check spam, then confirm the address in the Users table. Invitation links expire; ask Demand-Genius to resend if needed.
- A user sees an empty sidebar. Their role lacks View Content Directory. Edit the role or assign another.
- Cannot delete a role. Reassign the users who hold it first.