Invite publishers, buyers, and team members
Inviting someone to Moja is not the same as creating a publisher or buyer record, and it is not the same as sending them traffic. The invite only creates a login with a role. What they can see depends on that role and whether their email is attached to the right record.
Roles you can invite
Section titled “Roles you can invite”| Invite as | Who they are | What they see after they accept | What they cannot do |
|---|---|---|---|
| Admin | Someone on your team who should run the account | The full organization: campaigns, routing, numbers, buyers, publishers, reporting, billing, invites | Treat admin as full control |
| Editor | Someone on your team who handles day-to-day setup and reporting but should not manage billing or people | The whole organization for operations: campaigns, numbers, buyers, publishers, targets, routing plans, call flows, and reporting (including QAI analysis where enabled) | Cannot access billing, invite members or change roles, open the Audit log, or manage organization API keys |
| Member | Someone on your team who should work in the account without owning it | Organization tools and reporting for your campaigns | Do not use Member for a publisher or buyer — they will not map to a publisher/buyer record |
| Publisher | A traffic source / media partner | Reporting and campaigns tied to the publisher record whose email matches their login | Cannot pause a single campaign. Cannot see other publishers. Cannot change your routing |
| Buyer | A destination / buying partner | Buyer-facing information for the buyer record whose email matches their login | Cannot pause or resume Targets or RTB routes from the buyer portal. An organization admin must change the Target or RTB formula |
Rule of thumb: invite publishers as Publisher, buyers as Buyer, and your own staff as Admin, Editor, or Member.
Send an invite (path)
Section titled “Send an invite (path)”- Sign in as an Admin.
- Open Admin → My account → Organization.
- Open the Members tab and choose Invite.
- Enter the person’s email, choose the role (Admin, Editor, Member, Publisher, or Buyer), and send the invite.
They must click Accept in the email. Signing in without accepting looks like the account does not exist.
To move an existing team member to Editor, an Admin opens Admin → My account → Organization, opens that member’s role menu, and selects Editor.
Publisher invites
Section titled “Publisher invites”Do this in order:
- Create the publisher record (Publishers → Create New) with the email they will use to log in.
- Invite that same email with the Publisher role.
- They accept the invite.
- Attach traffic separately (campaign Number Group and/or Inbound RTB publisher). The invite does not send them calls.
The login email must match the email on the publisher record. A matching login without an accepted invite cannot sign in. An accepted invite without that email on the publisher record can open the portal but will not show that publisher’s campaigns.
If they need more people on the same publisher account, they add extra emails themselves: profile → Manage Account → Add Email Address. Administrators cannot add those extra emails on their behalf. See How can my buyer or publisher add more emails associated with their account?
Publisher logins cannot pause one campaign. Stopping traffic is an admin action on Number Group, number pause, inbound endpoint active, or Publisher Is Active. Details: Create, invite, and pause a publisher.
Buyer invites
Section titled “Buyer invites”Do this in order:
- Create the buyer record (Buyers → Create New) with the email they will use to log in.
- Invite that same email with the Buyer role.
- They accept the invite.
- Attach routing separately (Target, outbound RTB formula, and/or RTB group). The invite does not send them calls.
Same email‑match rule as publishers. Wrong email → they may sign in and see little or nothing of that buyer.
Buyer portal access does not pause traffic. An admin pauses the Target or RTB formula. There is no buyer equivalent of Publisher Is Active; to stop all traffic, an admin must disable every Target and RTB formula that can reach that buyer. Extra emails: same self‑serve Manage Account flow as publishers. Details: Create, invite, and pause a buyer.
Troubleshooting patterns
Section titled “Troubleshooting patterns”| What happened | Usual cause | Fix |
|---|---|---|
| Invite sent, they say they have no account | They signed in without Accept on the invite email | Resend / have them use the Accept link |
| They signed in but see no campaigns | Publisher/buyer role, but email is not on that record (or they were invited as Member/Editor/Admin by mistake) | Match emails, or re‑invite with the correct role |
| They see the whole account | Invited as Admin, Editor, or Member instead of Publisher/Buyer | Remove that membership; invite again as Publisher or Buyer |
| Two people need the same publisher or buyer view | Second person was invited as a new publisher/buyer, or admin tried to add the email | Primary user adds the extra email under Manage Account |
| Publisher wants to pause one campaign | Publisher login cannot do that | Admin uses Number Group / endpoint / Publisher Is Active |
| Buyer wants traffic stopped now | Buyer login does not control routing | Admin disables the Target or RTB formula |
Quick chooser
Section titled “Quick chooser”| Person | Create a record first? | Invite role |
|---|---|---|
| Your operator / CS / billing | No | Admin or Member |
| Your operator who handles setup and reporting but not billing or people | No | Editor |
| Traffic source | Yes — Publishers, with their login email | Publisher |
| Call destination / buying partner | Yes — Buyers, with their login email | Buyer |

