When spend controls are enabled on your account, three roles plus optional Teams determine who can do what.
#The three roles at a glance
| Role | Send | Create campaigns | Edit caps | Manage teams | |---|---|---|---|---| | Sender | Yes | — | — | — | | Manager | Yes | Yes (auto-assigned to their team) | Own team only | Own team only | | Admin | Yes | Yes (all) | Yes (all) | Yes (any team) |
#Hierarchical inheritance
Manager is a Sender plus management. Admin is a Manager plus account-level admin. There's no "send vs. don't send" toggle by role — anyone can send. Higher tiers gain more.
This matters when Admins send their own gifts: they are subject to the same caps as Senders. Roles don't bypass caps.
#Why every role can send
Real-world gifting doesn't split cleanly into "policy-makers" and "senders." Admins want to send executive thank-yous. Managers send on behalf of their team. Forcing role-juggling adds friction. Spend caps plus an audit trail give you the controls without the artificial separation.
#Creating and managing Teams
Teams are optional. Create one when you want:
- A shared budget across a group of users
- A Manager who handles their group's day-to-day
- Campaigns that only certain teams can access
From Settings → Teams, an Admin creates a team, picks a Manager (must be a user with the Manager or Admin role), and adds members.
After creation, the team's Manager can:
- Edit the team's spend and link caps
- Add or remove members
- Manage campaigns scoped to the team
A user belongs to zero or one team at a time. Dissolving a team releases members back to "no team"; their personal caps stay intact.
#Campaign-scoped access
There are two ways to control who can send from a campaign:
From the campaign side — set an allowed list of users and teams on the campaign itself. Empty means open to everyone in the account. If there are entries, only the listed users, members of listed teams, and all Admins can use it.
From the user side — a user can be granted account-wide campaign access, which overrides every campaign's allowed list. This is useful for a senior individual contributor who needs visibility across the account without being promoted to Admin.
Use cases:
- Restrict a premium client campaign to specific account owners: add those users to the campaign's allowed list.
- Marketing manager runs a campaign and only their team should send from it: add the Marketing team.
- Give one senior individual contributor visibility into everything without making them an Admin: grant them account-wide campaign access.
#FAQs
Can a Manager edit caps on someone else's team? No — Managers only edit their own team. Other teams are read-only.
What happens when a Team is dissolved? Members are released to "no team". Their personal caps remain. Campaigns previously scoped to that team are now open to the wider account (unless restricted to other users or teams).
Can a user be on multiple teams? Not today. Each user is on zero or one team. If you need cross-team membership, add individual users to the campaign's allowed list instead.
How do I escalate a Sender to Admin? From Settings → Users, edit the user. Only existing Admins can change a role; a Manager cannot promote.