Follow

Add New Users or Associate Users

Select 'Users' from the main menu, and click 'new' from the dropdown menu:

Screen_Shot_2017-09-13_at_4.15.20_PM.png

To add a new user, input their name & email address. Give them Administrator privileges if you want to give them the ability to publish campaigns.

* Non-administrator users can do everything else in the platform, except publish campaigns. 

** A welcome email will be sent to each new user added to your account. 

 

Screen_Shot_2017-09-13_at_4.17.03_PM.png

 

To associate a user with your client account, use the "Associate" field on the right side of the page to search for the email address of the person you want to add to your account. 

You may want to use the associate feature if there's an existing unaffiliated user in our system (for whatever reason), who you want to officially add to your client account. 

 

Screen_Shot_2017-09-13_at_4.17.03_PM.png

 

Press "Create User" or "Associate User" to complete the process. 

Comments

Powered by Zendesk