Nudgely Help
Concepts

Roles and teams

Company admin and member roles, team membership, and what each role can manage.

Company roles

RoleTypical access
Company adminFull company settings, billing, branding, digest, data export, all teams, invite admins
Company memberWork inside assigned teams: nudges, templates, team-scoped analytics

Team roles

Teams organise people and nudges. Members can be team admins or team members depending on how they were invited. Nudges belong to a team.

Frozen teams

If you downgrade to a plan with fewer teams, excess teams can be frozen. Frozen teams keep their history but Nudgely does not send new emails for their nudges until you free up capacity or upgrade.

Approvals

When a nudge requires approval, the nudge creator or a company admin can approve pending completions on the nudge detail page.

See Teams and members and Approvals.

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