Marketers - Granting Users Access To An Account

You can grant users access to accounts so that multiple users are able to access the same account. This is helpful if you a managing campaigns as a team. Each user can set their own email notification settings depending on their involvement with the campaign. 

  • From the admin level Accounts tab, search for the account you would like to access and select View Details.
  • Click the Users tab and then select the Invite User button. 
  • Enter the name and email address of the user you would like to invite. This could be a new user to the system (which will prompt them to create a "user") or an already established account within the system (which will immediately give them access to the account). Click Send Invitation
  • If the user is already established in the system, they will automatically be added as a user of the account and will now be able to access that account from the account switcher option when clicking their avatar. If the user needs to sign up, an email will be sent to the email added to the account. Once they confirm this email, they will have access to the account.