When adding a user to your team you will need to enter their name and email, the brands you would like this user to have access to and their user role. Please ensure that you are inviting trusted individuals within your organization or third party vendors working on behalf of your brand.
1. Select “Settings”
2. Navigate to Company Settings: Team Access
3. Click “+ Invite User”
4. Enter Email Address
5. Indicate Brands
Note: If you select all brands this user will have access to any brands you add in the future unless you edit their permissions
6. Select Desired User Role
Users will have different permissions, determined by their assigned role. You can assign an existing user role with preset permissions or create a custom role.
Note: You will be able to change and update a user's permissions after a user has accepted your invite. The user will not be updated when a change has been made to their permissions.
7. Add a Custom Message (Optional)
Once your invite has been sent the new user will appear under your existing users in a pending state, this user will be sent an email inviting them to join.
They will receive an email inviting them to get started, if they have an existing account they will be invited to add your company and if not they will be prompted to create an account.