Inviting Team Members To Manage A Clients Campaign

Invite your own staff, or a client's users, to the teams they should work in. You choose the teams, and their role in each. See Roles & Permissions for what each role allows.

Invite someone to one or more teams

1. In the side navigation, open More and choose Agency Settings, then User management (Agency).
2. Click Invite people at the top of the page.
3. Enter their Email, First name and Last name.
4. Under Access, choose one:
   • Chosen teams, with a role in each: for a client's users, and for staff who work on some accounts. Tick each team they should open and pick their role in it. Only active teams are listed.
   • Every team, as agency admin: for your own staff who run every account, including teams you add later. Only the agency owner sees this option.

5. Click Send invite.

If the invite to a team can't be sent, the dialog names that team and gives the reason. The invites to the other teams still go out.

Invite someone to a single team

1. On the Teams tab of User management (Agency), click the team's name.
2. Click Invite members.
3. Enter their email, first name and last name, pick a Role and click Send Invite.

After you invite

They get an invitation email and join from the link in it. Once they have joined, they can open the teams you chose.

Until then, the invite is listed on the People tab under Invited, and on the team's Pending invites tab. To cancel an invite, open its ⋯ menu and choose Delete invite.