Invite admins
To invite admins. you need to be an Organization Administrator or a Campaign Administrator. If you're a Campaign Administrator, view our guide on adding admins at the campaign level.
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Invite team members
Important: Only customers using a payment processor can set the level of access or roles when inviting admins.
- Select Administration in your account menu
- Select Invite new team member
- Enter the Email address and Name of the person you want to invite
- Choose the level of access you want the team member to have
- Organization wide access - Gives a team member access to features across your account. View the next section for help inviting organization wide admins.
- Campaign specific access - Gives a team member access to specific campaigns. Skip to the section on inviting campaign specific admins.
Invite an organization wide admin
To add an organization wide team member, select the roles you want to assign them. To learn more about a role, select the info icon to the right of it. Or view our full list of roles and permissions to see how they compare.
When you are done assigning roles, select Continue to move on to notification settings. Mark the checkboxes for the notifications you want the team member to receive.
When all looks good, select Send Invite to invite your team member.
Invite a campaign specific admin
To add a campaign specific team member, choose the campaigns you want to give them access to. Use the search bar for help finding the campaign(s) and mark the checkboxes to give them access.
Once you select the campaigns that your team member will have access to, you can assign them roles. To learn more about a role, select the info icon to the right of it. Or view our full list of roles and permissions to see how they compare.
When you’re ready, select Send Invite to invite the team member.
Tip: By default, campaign level admins do not receive notifications. This is because notifications include organization/account wide information which may not always apply to a campaign level admin. You can always assign notifications to campaign level admins later by editing their details.
Check invitation status
When you send an invite, the team member will receive an email where they can accept the invitation. When they accept the invitation, their status on the Administration page will change from Pending to Active.
Frequently asked questions
Can I give a team member both Organization wide and Campaign specific roles?
Yes. After you send the initial invitation, select the team member on the Administration page to assign the additional organization or campaign specific roles.
How do I edit or remove a team member?
You can edit or remove a team member at any time by selecting them on the Administration page. For more help, view our full guide on editing team members.
How do I resend an invitation?
On the Administration page, select the team member who needs the invitation. Once their details display, select the more options icon (three vertical dots) under Account Status and select Resend Invitation Email.