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

# Managing Users in Your Invoca Account

> Invite new users, assign the right role, and remove access for people who no longer need it.

This guide covers inviting new users, adjusting permissions, and removing access for people who no longer need it.

**Before you begin:** To add individual users, you need Manager-level permissions or higher. To edit, delete, or perform bulk uploads, you need Super User permissions.

## Understanding user roles

Invoca offers six user roles to help you assign the right access level:

| Role               | Best for                                                                                                                                                                                             |
| :----------------- | :--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Reporting Users    | Team members who need to view call performance but don't change settings. View-only access to Transaction Reports, Signal results, call recordings, and transcripts.                                 |
| Filtered Reporting | Franchise or regional managers who only need access to calls relevant to their role. See [Setting Up Filtered Reporting and Data Access Control](/s/article/filtered-reporting-data-access-control). |
| Observers          | Marketers who need full visibility into the customer journey, including all reports, promo numbers, and campaign statistics.                                                                         |
| Members            | Commonly used by agencies to manage promo number limits, campaigns, and integrations with other marketing software.                                                                                  |
| Managers           | Account leads responsible for creating and reviewing call outcomes; can configure Signals and invite new users.                                                                                      |
| Super Users        | The highest role — for leads like heads of digital marketing or IT. Can edit all account settings and user roles, manage Two-Factor Authentication, and handle Performance Marketing profiles.       |

## Comparing Network vs. Profile level capabilities

Certain features are restricted if you're working at the Profile level rather than the Network level:

| Feature                                     | Network Level | Profile Level                                           |
| :------------------------------------------ | :------------ | :------------------------------------------------------ |
| Signal creation                             | Available     | Available                                               |
| Edit/add Campaigns                          | Available     | Available                                               |
| View Call Reports and Transcripts           | Available     | Available                                               |
| Create Marketing, Member, or Observer users | Available     | Available                                               |
| Edit Tags or Marketing Data Dictionary      | Available     | Restricted                                              |
| Add Filtered Reporting users                | Available     | Restricted                                              |
| Access Beta features (e.g., SMS Beta)       | Available     | Restricted                                              |
| Add Dashboard Builder tiles                 | Available     | Restricted (requires a feature flag enabled in advance) |

## Adding a single user

1. Click the **Settings** icon in the left sidebar, then click **Users**.
2. Click **+ New**.
3. Enter the user's email address.
4. Select the license type: **Marketing** and/or **Contact Center**.
5. Select the role from the dropdown.
6. Click **Create**. Invoca emails the user instructions to set up their password.

## Adding multiple users via spreadsheet

1. Click the **Settings** icon, then **Users**.
2. Click the options menu (three vertical dots), then **Import Users**.
3. Click **Download template**.
4. Open the file and add each user's email and role.
5. Save the file and return to Invoca.
6. Click the cloud icon to upload your file.

## Managing license types

If your organization uses both Marketing and Contact Center products, you'll manage access through these license types:

* **Marketing License:** Access to Campaigns, Integrations, Phone Numbers, Marketing Data, Signals, Invoca Tags, and performance marketing features. Users can also create dashboards and reports.
* **Contact Center License:** Access to Call Scores and Signals. Users can view dashboards and reports, and add comments to calls.

## Editing or deleting a user

1. Click the **Settings** icon, then **Users**.
2. Use the search bar to find the user by name or email.
3. Click the options menu (three vertical dots), then **Edit**.
4. Update the user's Information, Security, Permissions, Preferences, or Notification Settings.
5. To remove the user, click **Delete** from the same options menu.

## Bulk editing or deleting users

1. Click the **Settings** icon, then **Users**.
2. Click the options menu, then **Export Users**.
3. Click **Download Template**.
4. Open the file and make your edits.
5. To delete users, add a **Delete User** column and enter "Delete User" for those rows.
6. Save the file and upload it via the cloud icon. You'll be notified once the process is complete.

## Where to go next

* [Setting Up Filtered Reporting and Data Access Control](/s/article/filtered-reporting-data-access-control)
* [Managing Your Personal Email Settings](/s/article/managing-personal-email-settings)
* [SAML SSO Setup](/s/article/jhdcp92865-570)