Add Users to Your Account

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Add Users to Your Account

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Agathe - Technical Writer
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Introduction

Providing you have specific user permissions, you can add additional users to help manage your account and channels.

Instructions

To add a new user:

  1. Go to Account in the navigation header and click Account Details.
  2. Navigate to the Users tab.
  3. Click the three-dot menu above the table and select Add user.
  4. This opens the Invite User tool. Select the role you want to assign to your new user. As indicated in the dashboard, each role has different permission levels. These are your options:
  5. If you select User or Custom, you are prompted to choose the marketing channels the user can access.
  6. Enter the new user’s first name, last name, and email address.
  7. Click Create Invite Link.

The message that appears contains the unique invite link that you can copy and send to the intended new user.

Invite Link

The new user must paste the link in their browser and follow the instructions to be added to the account. Until they do so, they will be listed in the Invitations Pending section of the Users tab. From there, you can click the three-dot menu to manage user invitations as follows:

  • Select View invitation to access the unique invite link.
  • Select Delete invitation to disable the unique invite link.

Next Steps

Once the user follows the instructions to be added to the account, you can manage their access by changing their permission levels and by adding or removing them from a specific marketing channel. If you are a master user, you can transfer master user status. 

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