Administrator-only. Editors can see the Manage Users page but it's read-only for them.
This article covers managing other people on your CoreReach account. For your own profile, sign-in, and notifications, see Managing your profile, sign-in, and notifications.
Administrator vs. Editor: what each role can do
CoreReach has two roles:
Administrator — full access. Can invite and remove team members, transfer the Administrator role, manage billing (plan changes, credit purchases, payment method, invoices), and configure every Optimize and Activate setting.
Editor — can configure the agent under Optimize and Activate. Editors cannot access Billing or Plans, can't see invoices, can't make purchases, and cannot add or remove users.
There is exactly one Administrator per account at a time. To make someone else the Administrator, you transfer the role (covered below).
Adding an Editor
Open Account → Manage Users. The page shows your current team in a table with Name, User Type, Email, Created Date, and Last Login.
To invite someone:
Click Add User. A new editable row appears at the bottom of the table.
Fill in Name and Email.
Click the green checkmark to confirm the row, or X to cancel.
Click Save at the bottom of the page to send the invitation by email.
Your account can have up to 6 users total — 1 Administrator plus up to 5 Editors. Once you hit that, the Add User button is disabled.
The invitation email has a join link unique to the invitee. They click it, sign in (phone OTP or email magic link), and they're in. There's no separate phone verification step for Editors during invite acceptance.
If the email you enter belongs to someone who already has a CoreReach account elsewhere, you'll see "This email is already registered" — they'll need to use a different email, or contact support.
Pending invites
A user who hasn't yet been saved shows in the table with a Pending badge and no Last Login. Once you click Save, the invitation is sent immediately.
There's no separate "resend" or "revoke" button. To undo a pending invite before saving, click the X in the Actions column. After saving, the invitation has already gone out.
Removing a member
Click the X icon in an Editor's row. The row gets a strikethrough and a red background, marking it for deletion. Click Save to confirm. To cancel before saving, click the Undo icon that appears.
What happens after removal:
The user's profile is deleted from your account.
Their past activity stays. Call records, contacts, and any agent settings they edited remain — only their personal account is removed.
The freed slot is immediately available for a new invite.
You can't delete yourself as the Administrator from this page. To stop being the Administrator, transfer the role first.
Transferring Administrator rights
Click Delegate Administrator Status at the bottom of the page. A modal opens with a dropdown listing your current Editors. Pick the person you want to make Administrator and confirm.
The swap is atomic:
The selected Editor becomes the new Administrator.
You become an Editor — you don't get removed, but you lose Billing access and the ability to manage users.
Only the new Administrator can transfer the role back to you, so be sure before you confirm.
A note on plan tier
"Team roles & permissions" is listed as a feature starting on the Growth plan in the Plans comparison. On Free and Starter, the multi-user team management described here may not be fully available — if you don't see the options above, check your plan under Account → Billing → Plans.