Managing User Roles and Permissions

User Management

Reachware provides a robust role-based access control system that lets you manage who can access what in your organization. Set up roles carefully to maintain security while enabling productivity.

Available Roles

• Owner: Full access to all features, billing, and user management

• Admin: Can manage integrations, users, and settings (no billing access)

• Integration Manager: Can create and configure integrations

• Viewer: Read-only access to dashboards and reports

Inviting New Users

Go to Settings > Team > Invite User. Enter the user's email address, select their role, and click Send Invitation. The user will receive an email with instructions to set up their account.

Two-Factor Authentication

We strongly recommend enabling two-factor authentication (2FA) for all users. Admins can enforce 2FA across the organization from Settings > Security > Require 2FA.