Invite Users

Each user has a workspace role, status, sign-in method, and connected apps. Roles control what each teammate can access and what actions they can take inside 1eyeᴬᴵ.

Before you begin

To invite users, you need:

1. Admin access to your 1eyeᴬᴵ workspace

2. The teammate’s work email

3. The role you want to assign

4. Optional details like title, phone number, and middle name

For this guide, we’ll use Snowbricks as the example workspace.

Where to find Users

Step 1: Login to workspace

1. Open your 1eyeᴬᴵ workspace

2. Select Users

You'll see a list of everyone currently in your workspace, along with their role and status.

Step 2: Invite a teammate

1. Select Invite User

2. Enter their email address

3. Choose a role

4. Select Send Invite

The teammate will receive an email invitation to join your Snowbricks workspace.

For example, inviting a revenue operations teammate at Snowbricks might look like:

What you can see on the Users page

The Users page gives you a quick view of your team.

You can see:

1. User name

2. Email

3. Status

4. Role

5. Sign-in method

You can also search, filter, and review users by status.

User statuses

Users can appear in different statuses depending on whether they have accepted the invite and whether their access is active.

Use status filters to review active, pending, and suspended users. You can resend a pending invite or revoke it before it's accepted.

User roles

1eyeᴬᴵ supports three workspace roles:

1. Admin

2. Marketer

3. Viewer

Choose the role that matches how much control each teammate needs. You can change a teammate's role at any time.

Role summary

Invite Users

Each user has a workspace role, status, sign-in method, and connected apps. Roles control what each teammate can access and what actions they can take inside 1eyeᴬᴵ.

Once your workspace is set up, invite your teammates so they can work from the same signals and target lists.

Before you begin

To invite users, you need:

1. Admin access to your 1eyeᴬᴵ workspace

2. The email addresses of the teammates you want to invite

3. A decision on what role each teammate should have

Step 1: Open the Users page

From your workspace, select the Users icon in the top-right navigation.

This opens the Users page.

Here you can review:

1. All users

2. Active users

3. Pending users

4. Suspended users

5. User roles

6. Connected apps

Step 2: Select Invite User

Select Invite User.

This opens the Invite User form.

The form includes:

1. First name

2. Middle name

3. Last name

4. Title

5. Role

6. Phone number

7. Email

Step 3: Add user details

Enter the teammate’s details.

For example, if Snowbricks wants to invite a GTM user:

Use the teammate’s real work email so they can accept the invite and access the workspace.

Step 4: Choose a role

Select the right role for the user.

Use Admin if the teammate should manage workspace setup, users, billing, settings, integrations, and account-level controls.

Use Marketer if the teammate should run GTM execution, including signals, target lists, destinations, and exports.

Use Viewer if the teammate only needs to view and export workspace data.

For most day-to-day GTM teammates, Marketer is the right starting role.

Step 5: Send the invite

After filling out the form, select Invite User.

1eyeᴬᴵ sends an invitation to the user’s email.

After the invite is sent, the user may appear as Pending until they accept the invitation and sign in.

Step 6: User accepts the invite

The invited user should open the invitation email and sign in.

Once the user signs in, their status should update to Active.

If the user does not see the invite, ask them to check their spam folder or confirm that the email address was entered correctly.

Step 7: Review the user profile

After a user is active, you can open their profile to review their settings

General tab

The General tab shows the user’s basic profile and workspace access.

You can review:

1. First name

2. Last name

3. Title

4. Phone number

5. Email

6. Role

7. User type

8. Last login date

9. Created date

10. Updated date

For Snowbricks, an example user profile could look like:

Display timezone

Each teammate has their own display timezone — a personal setting that controls how 1eyeᴬᴵ formats timestamps for them across signals, target list and destintions. It's tied to the individual's account, not the workspace, so each teammate can see times in their own timezone.

Where to find it

Select your profile picture in the top-right navigation. Your current display timezone is shown at the top of the menu, alongside Edit profile and Logout.

How to change it

1. Select your profile picture in the top-right navigation.

2. Select the row showing your current timezone — for example, America / Los Angeles (GMT -07:00).

3. Use the search box to filter the list of timezones, shown as region, city, and GMT offset.

4. Select the timezone you want. A checkmark shows your current selection.

1eyeᴬᴵ immediately updates how dates and times are displayed across your workspace once you select a new timezone.

Any role — Admin, Marketer, or Viewer — can update their own display timezone.

Example Snowbricks user setup

Here is a simple setup for Snowbricks.

A small team can start with one Admin and one Marketer.

A larger GTM team may add multiple Marketers for sales, marketing, RevOps, and outbound execution, plus Viewers for leadership or read-only stakeholders.

Best practices

1. Invite the core team first
   Start with the teammates who need to review signals, build lists, or manage destinations.

2. Use Admin carefully
   Admins can manage important workspace and account-level settings. Give Admin access only to teammates who need it.

3. Use Marketer for GTM execution
   Marketers are best for teammates who create target lists and configure destination workflows.

4. Use Viewer for read-only access
   Viewers are best for executives, advisors, investors, or teammates who need visibility but should not change anything.

5. Review pending users
   If a teammate has not accepted their invite, they may still appear as Pending. Follow up before launching workflows that depend on their account.

6. Keep user profiles current
   Update titles, roles, schedules, and connected apps as teammate responsibilities change.

7. Keep at least two Admins when possible
   This helps avoid losing access to workspace-level controls if one Admin is unavailable.

8. Suspend users who no longer need access
   If a teammate leaves the GTM motion or no longer needs access, suspend their access based on your workspace policy.

9. Display timezone won't follow you automatically — It's a manual setting that converts and displays timestamps across the app in your chosen timezone. Traveling or changing your device's timezone doesn't update it; you need to change it yourself if you want data shown in your new local time.

Troubleshooting

User did not receive the invite

Ask the user to check:

1. Inbox

2. Spam folder

3. Promotions or updates folder

4. Whether the invite was sent to the correct email address

If needed, resend the invite.

User is stuck in Pending

The user may not have accepted the invite yet.

Ask them to open the invitation email and sign in with their work account.

User cannot sign in

Check:

1. They are using the right email

2. They are using a supported sign-in method

3. Their invitation was sent to the same email they are using to sign in

4. Their workspace access has not been suspended

User cannot access a feature

Check their role.

Some actions require the right workspace role. For example, a Viewer can view and export workspace data, but cannot create, edit, launch, send, or delete anything.

User cannot invite another user

Only Admins can invite users.

If a Marketer or Viewer needs to invite someone, they should ask a workspace Admin.

User cannot manage billing or plan settings

Billing and plan management are available to Admins.

User appears inactive

Check whether the user has signed in and whether their status is Active.

If they are Suspended, restore access only if they should still be part of the workspace.

Viewer cannot edit or launch anything

This is expected.

Viewers can view and export data, but they cannot create, edit, delete, launch, send, connect channels, or configure workspace activity.

Times look off across the app for a user

Confirm their display timezone (profile menu) matches their actual location. This is separate from the Schedule tab timezone.

Display timezone change isn't reflected

Refresh the page after saving.

FAQ

Who should I invite first?

Invite the workspace Admin first, then add the GTM teammates who will review signals, build target lists, or manage destinations.

What role should most GTM users have?

Most day-to-day GTM users should be Marketers.

When should someone be an Admin?

Use Admin for teammates who need to manage workspace settings, users, billing, plans, or integrations.

When should someone be a Viewer?

Use Viewer for people who need visibility into workspace data but should not change anything.

Can I change a user’s role later?

Yes. Admins can update user roles as responsibilities change.

Can I suspend a user?

Yes. Suspend users who no longer need access to the workspace.

Can a workspace have multiple Admins?

Yes. A workspace can have more than one Admin.

Does my display timezone affect other users in my workspace?

No. Display timezone is a personal setting — it only changes how times appear to you.

Where do I find my current display timezone?

Select your profile picture in the top-right navigation. Your current timezone is shown at the top of the menu.

Next step

After inviting users, go to Credits to understand how credits are used across signals, enrichment and target lists.