Invite New User

In this article, we'll show you how to manage your users and their permissions on top of projects. These features give you access to a flexible way to manage users' data access.

Contents

  1. Add a new team member
  2. Users structure and management

Only the Account Administrator (Owner of your account) can access the Team settings


Add a new team member

Go to Team Settings.

Looking for Team Settings

Select TEAM and a click INVITE MEMBER.

Inviting New Members

Provide details of the user you want to invite. Submit it by using INVITE MEMBER. At this point, you can also choose the projects the invitee should have access to (you can learn how to add projects here) and a particular user role.

Inviting new member [Merchant]

Once the user confirms the activation link, he/she should be able to access the Dashboard and will appear in the Team Members section.

Activation link sent via email


Users structure and management

Within Team Settings, you can also assign particular roles to your team members and affiliates. Roles control what kind of access to your data a particular user is granted. The roles can be added only by the ADMIN user who doesn't have any limits on an account.

Go here to read more about users structure and data access

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