> ## Documentation Index
> Fetch the complete documentation index at: https://user-guides.demand-genius.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Users and roles

> Invite colleagues, activate and deactivate users, and build roles from the permission list. What the role model can and cannot restrict.

Access is managed per workspace under **Settings > Users** and **Settings > Roles**. A user has one role in a workspace; a role is a named set of permissions. You can use the roles provided or build your own.

## 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.

<Frame>
  <img src="https://mintcdn.com/demand-genius/bH-VFrWRSoO5Gb3h/images/Image-11-09-2026-at-10.39.png?fit=max&auto=format&n=bH-VFrWRSoO5Gb3h&q=85&s=2f53ed13ef1da719576d5765bdc6223b" alt="Image 11 09 2026 At 10 39" width="2313" height="1343" data-path="images/Image-11-09-2026-at-10.39.png" />
</Frame>

<Steps>
  <Step title="Click Create New Role" />

  <Step title="Name it">
    For example "Content Manager".
  </Step>

  <Step title="Tick the permissions">
    <Frame>
      <img src="https://mintcdn.com/demand-genius/bH-VFrWRSoO5Gb3h/images/Image-11-09-2026-at-10.40.png?fit=max&auto=format&n=bH-VFrWRSoO5Gb3h&q=85&s=bb8de90320588245f61fbed273edbc5e" alt="Image 11 09 2026 At 10 40" width="1036" height="782" data-path="images/Image-11-09-2026-at-10.40.png" />
    </Frame>
  </Step>

  <Step title="Save">
    The role is available in the Users tab immediately.
  </Step>
</Steps>

**Edit Role** changes the name or permissions for everyone holding it. **Delete Role** is blocked while any user holds the role.

### Permissions

| Module       | Permission                                 |
| ------------ | ------------------------------------------ |
| Directory    | View Content Directory                     |
| Directory    | Tag / Edit Content Metadata                |
| Directory    | Add / Remove Content Entries               |
| Directory    | Add / Remove Column Entries                |
| Directory    | Export Directory                           |
| Performance  | View Traffic                               |
| Integrations | View Integrations                          |
| Integrations | Modify / Connect / Disconnect Integrations |
| Settings     | View Attribution Settings                  |
| Settings     | Edit Attribution Models / Settings         |
| Settings     | Add Users / Manage User Roles              |

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.

<Frame>
  <img src="https://mintcdn.com/demand-genius/bH-VFrWRSoO5Gb3h/images/Image-11-09-2026-at-10.41.png?fit=max&auto=format&n=bH-VFrWRSoO5Gb3h&q=85&s=7c3cae4199908574a6d1e6d14b9638a3" alt="Image 11 09 2026 At 10 41" width="2309" height="1354" data-path="images/Image-11-09-2026-at-10.41.png" />
</Frame>

### Invite a user

<Steps>
  <Step title="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".
  </Step>

  <Step title="Enter First Name, Last Name and Email">
    <Frame>
      <img src="https://mintcdn.com/demand-genius/bH-VFrWRSoO5Gb3h/images/Image-11-09-2026-at-10.42.png?fit=max&auto=format&n=bH-VFrWRSoO5Gb3h&q=85&s=586d9f8b1bbce29cd8b06da40d14dae2" alt="Image 11 09 2026 At 10 42" width="665" height="480" data-path="images/Image-11-09-2026-at-10.42.png" />
    </Frame>
  </Step>

  <Step title="Select a Role">
    Any role from Settings > Roles.
  </Step>

  <Step title="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.
  </Step>
</Steps>

<Note>
  One invitation per email address per workspace. To re-invite someone, ask Demand-Genius to clear the earlier invitation.
</Note>

### 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.