Step by step · 10 steps
Your account and your team
Open Profile for your name and password, then Account for your business details and Team, where you invite someone and choose their role: Admin, Editor or Viewer.
Your own details live in Profile and Account, and Team is where you bring your people in. Sharing one password means nobody knows who changed what. Give each person their own sign-in, with only the access their job needs.
Your profile
Open Profile from the menu.
About you is your name, as your team sees it.
Change your password further down.
Your account
Open Account.
Your name, your business and how to reach you live here.
Invite your team
Team lists everyone who works in your account, and it's where you add someone new.
Type their email address, and their name if you like.
Choose what they can do.
An Admin can do everything, an Editor builds and sends campaigns, and a Viewer only reads the reports.
Press Invite. They get an email to join your account.
Where to next
- How it works: Your team, and who can do what.
Related
- Your team, and who can do whatInvite your team into your account, each with their own login and one of three roles: admin, editor or viewer. Each role gets only what it needs, and the platform checks it.How it works
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