As an account owner you can easily add your Teammates, assign them respective modules & distribute your workload.

Follow these steps to add a Teammate:

On your Settings Page, click on the Teammates card


Click
on + Team Mate button, a modal will open.


Fill out the all the fields as per below instructions:

  1. Email Address - input Teammate's email address.
  2. Account Name - assign any username to that Teammate.
  3. Password - assign any password, Teammate can change it manually after it login.
  4. Select role as Editor or Viewer.
  5. Select module as required. {Note:- Selecting as Account Manager will give sub-user access to all the areas of your account}
  6. Select Campaign (optional) - Let the campaigns remain un-clicked if you don't want to assign any campaign to that teammate, then it will have access to all the campaigns. {For Campaign Manager/Viewers only}
  7. Click on Add Team Mate button once you are done. 


You can see the newly created teammate as shown below.
By clicking on Settings icon you can enable or disable that user, & change its password or role.

Clicking on delete icon will delete that teammate permanently.


Now you are all set & done !

Add multiple teammates by following the above instructions.

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