Partners: Add and manage user roles

Let others collaborate in your account by creating new users and assigning them an Account Manager, Campaign Creator, or Partner Manager user role

As the Account Owner, you can add, edit, and remove users roles as needed to help manage your account in a way that works best for your organization.

• Add a new user role
• Troubleshoot a user's email address
• Edit, deactivate, reactivate, or delete a user role

Add a new user role

1. Click on the profile icon in the lower left - or the three dots if you have the left-hand menu expanded, and click Account settings.
2. Click Manage Users.
3. Click Add New User.
   
    
    
4. Enter the email address for your new user.
5. Select a user role:

• Account manager - Can create and edit lists and campaigns, schedule and publish campaigns.
• Campaign creator - Can create and edit campaigns, but cannot schedule or publish campaigns or edit lists.
• Partner Manager - Can access the tools to help you manage your partnership only, and cannot access the product features in your account.

6. Click Send invite. An email is sent to the email address and the new user has to accept the invitation for the user role.
   
   
    
7. (Optional) Click Copy URL to copy the link and share it directly with the person you invited.
8. Click Got it.
   
   
    

The new user shows as "Pending" in the Manage users table until they receive and accept the invitation. If you need to resend the invitation, find the row with the new user and then click the three dots at the end of the row. Select "Resend invite."

Troubleshoot a user's email address

At times when you try to add a user you may get messaging that that states, "You already have a pending invitation to [email address]. Sending it again will revoke all previous invitations. Would you like to proceed?"


 

• Click the Continue button - This lets you revoke the existing invitation to the email address and send a new invitation. The previous invitation URL becomes invalid and is replaced with a new invitation URL to share.
• Click the Cancel button - This lets sends you back to the Add a collaborator overlay so you can enter in a new email address.

Since every username has to be unique, you can add an identifier to their email address so you can finish creating the username. This can be done by adding a number after the domain at the end of the email address, or you can add a +1 after the username portion of the email address instead. The numbers are unlimited, so if a 1 was already used, you can move on to 2, etc. The user needs to remember to sign in with the email address that includes the identifier.

sue.casa@greenacresrealty.com1
sue.casa+1@greenacresrealty.com

Edit, deactivate, reactivate, or delete a user role

When you need to make changes, you have different options depending on what status the user is in:

1. Click the three dots next to the profile name in the lower-left - or the profile icon if you have the left-hand menu expanded - and select Account settings.
2. Click Manage Users.
3. Find the row with the new user and then click the three dots at the end of the row.
4. If the user is in the:

• Pending status - You can click "Resend" to send the invitation to the email address again, or click "Revoke invite" to put the user in the Revoked status.
• Active status - Click "Edit user role" to change the type of permissions the user has, or click "Deactivate" to prevent the user from activating your account.
  Note: The Account Owner is always in the active status, but doesn't have the option to make any changes. You can instead click the Account details tab to manage user information.
• Deactivated status - Click "Reactivate" to put the user back into the Active status, or click "Delete" to remove the user from your account.
• Expired status - Click "Resend invite send the invitation to the email address again, "Revoke invite" to put the user in the Revoked status, or "Delete invite" to delete the user.
• Revoked status - Click "Resend invite" to resend the invitation to the email address, or click "Delete invite" to delete the user.
  
  
   

Questions?