As an account owner, you can invite your team members to work on campaigns with you. You can set permissions and control what modules each team member can access.
Give your team permission to access your account
To give permission to your account by sending an invitation to their email address. Follow these steps:
- Log in as account owner
- Navigate to Manage Account, click Manage Users
- Click Invite Member
- Enter an email address, first name, and last name for the staff member.
- By default, a staff member will be given full access to your account. To restrict the access, click on Limited Access Level, and then edit the permission accordingly.
- Once done, click Send Invite.
Resend invitation
Your team members are required to accept the invitation before they can access the application. If they did not receive the email invitation, you can resend them.
- Log in as account owner
- Navigate to Manage Account, click Manage Users
- Click on the dropdown button next to the member you want to trigger the resend the invite. Then click Resend Invitation.
- An email invitation will be resent to your team member.
Clone same permissions to a new team member
In some cases, you want to have the same permission for other team members. You can clone the same set of permissions that you already have for the new member.
- Log in as account owner
- Navigate to Manage Account, click Manage Users
- Click on the dropdown button next to the member you want to clone. Then click Clone Permission.
- In the permission details view, enter an email address, first name, and last name for the staff member.
- Once done, click Send Invite.
Removing a team member permanently
When you decided to remove the staff from the application, you can remove them permanently.
- Log in as account owner
- Navigate to Manage Account, click Manage Users
- Click on the dropdown button next to the member you want to remove. Then click Delete.
- On the confirmation modal, click Remove.
- Once done, your staff will be removed permanently.