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How to invite a User account

Follow these steps to add a User to a client.

Written by DoreenLast update 1 year ago

Click on the Clients tab, look for the specific client then click on the Users button beside the client's name.

Choose Add User

You will be prompted with a pop-up where you can add the email address of the user. You may also tick the boxes for the user's permission: View Campaigns, Create & Edit Campaigns or Export Data. You can now be able to Edit Email Invite by clicking on the blue button. Once done, just click on Send.

If by any chance, the user didn't receive the email, you can go to the Client Users view and click on the Invite Link to copy and send it to your client manually.

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