When a new colleague from the brand team arrives, they usually need immediate access to your campaign data. You can easily grant platform access to new teammates or agency partners right from your CreativeX dashboard. Let’s walk through exactly how to send that invite and set them up with the perfect permissions.
Step 1: Locate the Invite Menu
To start, navigate to the Company section in the sidebar of your dashboard. If you see multiple options, select Users, and then click the “Invite Users” button.
- Pro-Tip: You have the option to invite users individually or in groups. If you need to onboard an entire team today, save time and give multiple users access to CreativeX with the Bulk Invite tab!
Step 2: Enter Personal Details
Next, introduce them to the system. On the left side of the screen, fill in their Personal Information. Simply type their Email address, First name, and Last name.
Step 3: Set Up Partner and Market Info
Glance over to the right side of the screen to lock in their specific organizational role.
- Partner Information: Use the dropdown menus to select their Partner, Function, and Role. Is their agency absent from the list? Do not worry! You can check our FAQ or contact support@creativex.com to have a new Partner (Agency) added to CreativeX for you.
- Market Information: Enter their Market Information just below the partner details. Keep in mind that you can only select one primary market per user. This selection will not restrict their ability to view data from other global markets!
Step 4: Customize Access and Restrictions
Here is where you tailor exactly what the user can do and see across the platform.
- Account Type: Choose the perfect fit from one of the 4 available Cards to determine their user access and permission levels.
- Data Restrictions: Dependent on the Access level you just selected, you can set specific restrictions. These options allow you to limit a user's view to data from specific channels and platforms.
You can combine these permissions to create highly specific views. For example, you could configure it so that your new teammate only sees data for BrandX, specifically on Facebook, and only within the markets of the UK, Germany, and France.
| Permission Type | Example Setup |
|---|---|
| Brand Allowed | BrandX |
| Platform Allowed | |
| Markets Allowed | UK, Germany, France |
Note: Roles change over time! If a user's details require an update later, an Admin user within your organization can easily change their permission level or update incorrect details.
Step 5: Send the Invite!
Once you double-check all of your selections, click the "Send Invite" button at the bottom of the screen. The person you invited will immediately receive an email invitation to create their own account and join the platform.
Troubleshooting
Did your new teammate miss their invite? It happens!
- First, ask them to check their spam or junk folder, as the automated email may have landed there.
- To prevent this issue for future teammates, please ensure that your IT team has allow-listed emails from support@creativex.com. This guarantees all our communications will successfully reach your inbox.
Please contact support@creativex.com if you have more questions.