Managing users

Inside each team, you can manage the users within it, including removing or editing permissions.

If you are looking to add or remove multiple users from multiple teams, we recommend viewing Bulk adding users to teams or Bulk removing users from teams.

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Managing users

Viewing users

The Users table shows all team members with their:

Column	Description
Name	User's display name
Email	User's email address
Role	Permission level (Full Access or Report View Only)
Status	Active (accepted invite) or Pending (awaiting acceptance)

Inviting new users

1. Click the Add User button

2. Enter the user's email address

3. Select a role:

   • Full Access — Can create and edit campaigns, manage settings

   • Report View Only — Can only view reports and analytics

4. Click Add

The user will receive an email invitation. New users will be prompted to create an account, while existing users will see the team automatically added to their account.

Supplier users who already have an Epsilon Retail Media account will be added to the team automatically. New users must accept their invitation before they can access the team — you can copy the invitation link for pending users if they didn't receive the email.

Editing user permissions

1. Find the user in the Users table

2. Click the Actions menu (three dots)

3. Select Edit

4. Choose a new role

5. Click Update

Removing users

1. Find the user in the Users table

2. Click the Actions menu (three dots)

3. Select Remove

4. Confirm the removal

Removing a user revokes their access to the team immediately. They will no longer be able to view or manage campaigns for this team.

Resending invitations

For pending users who haven't received their invitation:

1. Find the pending user in the Users table

2. Click the Actions menu (three dots)

3. Select Copy Invitation Link

4. Send the link to the user directly