How to Add and Edit Users

Written By gaia

Overview

User Management allows you to invite new team members to Gaia, assign roles, and control permissions. Use this when onboarding colleagues, adjusting access levels, or managing who can create, edit, or approve campaigns.

Step-by-step

  1. Select User Management from the top menu.

  2. Click the Add Team Member button.

  3. Fill in the new user's details:

    • Full name

    • Email address

    • Role

    • Permissions [see user permissions article]

  4. Click Send Invitation.
    The user will receive an email inviting them to join your organisation in Gaia.

  5. To edit or delete an existing user, click the edit icon beside their name.

  6. Use the search bar to quickly find users within your organisation.

Walkthrough

Tips & Troubleshooting

  • If a user doesn’t receive their invitation, ask them to check spam/junk folders or request a resend.

  • Only admins can add or remove users.

  • Ensure email addresses are entered correctly; invitations cannot be delivered to invalid addresses.

  • Review permissions carefully to ensure users only access what they need.