Team & Roles

Everyone who works in your dashboard has their own account and one of four roles. The role decides which parts of the dashboard they can change; everything else they can only view, or not see at all.

Access: admins add, edit and remove team members and change roles. Every team member can edit their own display name and avatar.

Team members are managed in Settings → Team Members. The list shows each member's Name, Email, Role and the date they Joined.

Roles

Role	Meant for	Can change
Admin	People who run the account	Everything, including all settings, integrations, team members, GDPR request processing, System Health and the Audit Log.
Marketer	Your marketing team	Webinars and sessions, landing pages, funnels, automations, offers, segments and broadcasts, contacts, and Ask.
Moderator	People who run live sessions	The interactive parts of the live control panel: chat moderation, Q&A, polls, offers and feedback.
Staff	Colleagues who only need to look	Nothing apart from their own profile and a few shared actions (see Notes). They can view most of the dashboard.

Roles are enforced by the platform, not only hidden in the interface. If someone sees a button their role doesn't allow, the change is refused when they use it.

What each role can do

"Edit" means view and change. "Use" means the person can run that action. "—" means no access.

Area	Admin	Marketer	Moderator	Staff
Dashboard home, Analytics	View	View	View	View
Schedule	Edit	Edit	View	View
Webinars and sessions, including members-only members	Edit	Edit	View	View
Landing pages	Edit	Edit	View	View
Funnels	Edit	Edit	View	View
Funnel webhooks	Edit	Edit	—	—
Automations	Edit	Edit	View ¹	View ¹
Offers	Edit	Edit	View ¹	View ¹
Contacts: flag, restrict, rename, manage registrations and emails	Edit	Edit	View	View
Segments	Edit	Edit	View	View
Segment export and broadcasts	Use	Use	—	—
Ask (AI data chat)	Use	Use	—	—
Lead scoring weights	Edit	Edit ²	View ²	View ²
Live control panel: follow a session, post and react in the chat	Use	Use	Use	Use
Live control panel: moderate the chat, run Q&A, polls, offers and feedback, approve testimonials	Use	—	Use	—
Live control panel: Go Live and End Session	Use	—	— ³	—
GDPR: view requests and create new ones	Use	Use	Use	Use
GDPR: process requests (export or erase data)	Use	—	—	—
System Health and Audit Log	View	—	—	—
Settings pages such as General, notifications, Form Defaults and Retention	Edit	View ⁴	View ⁴	View ⁴
Integrations and Background Jobs	Edit	—	—	—
Team Members: add, edit and remove members, change roles	Edit	—	—	—
Your own profile	Edit	Edit ⁴	Edit ⁴	Edit ⁴

Notes

1. Automations and Offers aren't in the sidebar for moderators and staff. They can still view these pages from a link, for example from a webinar's Automations tab.
2. Lead Scoring is under Settings, which only admins see in the sidebar. Marketers can change the weights and other roles can view them by opening dashboard.yourdomain.com/settings/lead-scoring directly. See Lead Scoring.
3. Moderators see Go Live and End Session, but the change is refused because it edits the session. An admin can do it, or the session starts and ends at its scheduled times. See Live Control Panel.
4. Only admins see Settings in the sidebar. Other roles can open a settings page from a direct link and see its values, but can't save changes. They use dashboard.yourdomain.com/settings/users to edit their own profile.

A few more details:

• In the live control panel, editing the chat keyword watchlist and attaching funnels to the session count as marketing changes: admins and marketers can make them, moderators can't.
• Every role can upload, rename and delete images in the media library, use Clear Cache on a landing page, and submit GDPR requests.

Add a team member

1. Go to Settings → Team Members and click Add Member.
2. Enter the person's Email and Name.
3. Choose a Role. New members are Staff unless you pick another role.
4. Under Credential Method, choose how they get a password:
   • Invite Link creates the account and shows a link. Click the copy button and send the link to the person yourself: RestartiX doesn't email it. They open it, choose a password, then sign in at dashboard.yourdomain.com.
   • Set Password lets you type a Temporary Password (at least 6 characters). Give it to the person through a safe channel.
5. Click Create User. With Invite Link, copy the link and click Done.

The person signs in with their email and password. There's no step that forces them to change a temporary password, and team members can't change their own password in the dashboard, so send the invite link when you can.

Things that stop an invitation

• An email address can belong to only one organization. If it's already used by another RestartiX organization you see this email is already assigned to another organization. If the person is already on your team you see this user is already a member of this organization.
• The invite link expires after a while. If it has expired, set a password for them instead (see Reset a member's password).
• If the email address has already been used to sign in to a mobile app or a members-only webinar on RestartiX, Set Password doesn't set the password. Use Invite Link, or set a New Password on their profile after you create them.

Change a member's role

1. In Settings → Team Members, click the pencil icon on the member's row.
2. Pick the new Role and click Save.

The new role applies fully once the person signs out and signs back in. Until then they can keep working with their old role for up to about an hour. You can't change your own role; another admin has to do it.

Reset a member's password

The sign-in page has no "forgot password" link. If someone can't sign in, an admin sets a new password for them:

1. Click the pencil icon on the member's row.
2. Type a New Password (at least 6 characters). Leave it empty to keep the current one.
3. Click Save and give the person the new password through a safe channel.

You can't set your own password this way. Ask another admin.

Remove a team member

1. Click the trash icon on the member's row.
2. Confirm Remove name (email) from the organization? This will delete their account.

Removal deletes the account

The person's sign-in account is deleted, not only removed from your team. To give them access again, add them as a new member. You can't remove yourself.

The person can no longer sign in. A dashboard tab they already have open can keep working for up to about an hour, until its sign-in expires.

Edit your own profile

Your display name and avatar appear at the bottom of the dashboard sidebar and in the team list. When you post in a session's chat from the live control panel, attendees see them next to your messages; if you have no display name, you appear as "Moderator".

1. Go to Settings → Team Members and click the pencil icon on your own row.
2. Click the avatar circle to upload a picture: JPG, PNG or WebP, up to 2 MB. It's cropped to a square.
3. Enter your Display Name (1 to 100 characters).
4. Click Save.

Only admins see Settings in the sidebar. Other team members open the page directly at dashboard.yourdomain.com/settings/users.

Admins can edit another member's name and avatar the same way.

Account Maintenance

Attendees who join a live session get an anonymous sign-in in their browser, and these build up over time. The Account Maintenance card, visible to admins at the bottom of the Team Members page, deletes the ones created before a date you choose.

1. Pick a Created before date. It starts at 7 days ago.
2. Click Flush Anonymous Accounts, then Delete Accounts to confirm.

The result shows how many anonymous accounts were deleted, and how many expired sign-in links were removed. Accounts with a password, such as those of team members who have set theirs, aren't affected.

Pick a quiet moment

An attendee whose anonymous sign-in is deleted gets a new one the next time the attendee app loads, and loses their chat identity from before. Run it when no session is live, and not while an invited team member still hasn't set their password.

What's recorded

Adding and removing members, changing roles, an admin's edits to someone else's profile, and flushing anonymous accounts are all recorded in the Audit Log, with who did it and when. Changes you make to your own profile aren't.