This guide explains:
How to add new users
The different user roles and their permissions
How to deactivate or remove users
Add new users to your Adfin account
You can add and manage users from Team settings.
Go to Team in settings to see a list of current users.
Select Add new user.
Enter the user’s email address.
Choose the role you want them to have (see below).
Confirm to send the invitation.
Adfin does not charge per-user fees, so you can add as many team members as you need.
What happens next?
If the user already has an Adfin account
They’ll get immediate access to your account. They can switch between multiple Adfin accounts using God Mode, which allows them to toggle between accounts they have access to.If it’s their first time using Adfin
They’ll be asked to set up a password (or another authentication method) before accessing the account.
User roles and permissions
Adfin supports four user roles. Each role controls what a user can see and do in your account.
Choose the lowest level of access needed for each user to help keep your account secure.
Super Admin is assigned when you open the account, if you need to change this then please contact [email protected]
Role | Overview | Permissions |
Super admin | Account owner | Full access. Only this role can close the account or change the payout account. |
Admin | Senior team member | Access to all features and most settings. Cannot close the account or change the payout account. |
User | Standard team member | Can view and manage customers, payments, and payouts. They can create and send invoices but they cannot view or change account settings. |
Viewer | Read-only access | Can view customer, payment and payout information but cannot make changes. They cannot create or send invoices, payments or view or change account settings. |
Deactivate or remove users
You can manage existing users from Team settings.
Deactivate a user
Removes their access to your account.
The user remains visible in your team list.
You can reactivate them at any time.
Remove (delete) a user
Permanently removes the user from your account and team list.
You can invite the same email address again in the future if needed.