When a new agency joins your campaign, you will want to onboard their team immediately. However, you might notice their company name is absent from your partner drop-down menu. You can easily add new partners to your dashboard to resolve this issue and grant them platform access. Let's review the steps to register a new agency in your network.
Step 1: Verify Permissions
To add a new partner, you must hold Admin privileges. If you hold a restricted role, or if the company does not exist within the broader CreativeX platform yet, contact your internal Organization Champion or email support@creativex.com to request access.
Step 2: Add the Partner
- Access the CreativeX Main App Dashboard and log in with your credentials.
- Navigate to the sidebar and select Company.
- Click on the Partners tab.
- Click the "Invite Partner" button in the top right corner.
- Type or select the specific partner name from the prompt.
- Click Save to finalize the action.
Pro-Tip: You can also add multiple partners at once to save time!
Step 3: Review Your Directory
After you click save, the new agency will appear in your directory. You can view all associated partners, their company type, their parent company association, and the total count of registered users from this main dashboard.
Step 4: Send the User Invitations
Now that the partner exists in your drop-down menus and filters, you can successfully onboard the team! Follow our guide to add a user to CreativeX or give multiple users access to CreativeX.
Troubleshooting
Did you encounter a roadblock? Review these common solutions:
- Bulk Upload Errors: When you use the bulk upload tool, ensure you type the partner name exactly as it appears on the dashboard. Incorrect text or punctuation will cause the upload to fail.
- Restricted Access: If you lack the required Admin permissions, you cannot execute these steps. Review the different user access and permission levels to understand your current profile restrictions.
Please contact support@creativex.com if you have more questions.