In a collaborative workspace, it’s important to control who has access to your account and what they can do. Before adding new users, it helps to understand the different roles and their permissions:
User Roles
Owner
Can add or remove users and manage roles.
Can update profiles and change the roles of Administrators and Collaborators.
Can manage Collaborators’ assigned requests and brands.
Administrator
Can add or remove users but cannot manage roles.
Can update profile information of Administrators and Collaborators.
Can manage Collaborators’ assigned requests and brands.
Collaborator
Has no permissions over other users.
Now that every role is clear, here’s a simple guide on how to add users to your account through the User section of your platform. Before adding users we recommend learning more about user permissions over requests and the platform.
How to Create a New User
Go to the User page from the navigation sidebar.
Click New User, and select whether you want to create an Administrator or Collaborator.
Enter the user’s Name and Email Address.
If creating a Collaborator, assign the specific Brands and Requests they should have access to.
Select the user’s Timezone.
Click Create User. The new user will receive an email invitation to join the platform, set their password, and log in.
Editing User Information
On the User page, you’ll see a list of your team members. Select a profile to update information such as name, role, or timezone.
To change a role, use the dropdown menu to select Administrator or Collaborator. Remember, only Owners can change user roles.
Click Save after making edits. A confirmation message will appear once the changes are applied.
Changing User Passwords
Go to the user’s profile.
In the Password section, enter and confirm the new password.
Click Save to apply the change.
Deleting a User
To permanently remove a user, click the Delete button. Be cautious, as this action cannot be undone.
Archiving a User
To temporarily suspend a user’s access, click the Archive button.
Archived users cannot log in until access is restored.
To reactivate an archived user, please contact our Customer Success Team.
By following these steps, you can manage users effectively and ensure your account remains secure, organized, and efficient. If you need further help, visit our Help Center or reach out to our Support Team.
Need Help?
If you have any questions remember that support is just a click away. Use the chat feature to connect with a Customer Success Representative who can provide real-time assistance.