Lesson 1.4.

Inviting Additional Users


Inviting team members to your account allows you to collaborate with your colleagues. Follow the steps below to invite an additional user to your account:

Step 1

Invite a team member by email at Settings -> Team page. In the form, you will need to specify an email address for you collaborator, assign them a password, their team role, and then select accounts they will have access to.


Team management screenshot

Step 2

The invited person will receive an email invitation that contains the login credentials for them to access your account.


You can assign one of 3 roles to invited team members, each of which has different privileges:

User

Manager

Admin

View everything
Create accounts/segments/reports/alerts/campaigns
Connect social media pages
Invite/delete team members
Disconnect social media pages
Delete accounts/segments/reports/alerts/campaigns