Manage users and teams

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This topic shows how to manage users and teams in your organization. Select your avatar > Users & Teams

Manage users

If you have access to the User Management settings page (as an admin or user with a privileged custom role), you can invite users to give them access to your instance. 

Click your avatar and select Users & Teams. The User Management view displays.

Users-Teams-1.pngTo invite a user, in the Invite Teammates section:

  1. Enter an email address in the text box.
  2. Select their user role.
  3. Click Invite.

You can assign a custom role or one of the following standard roles:

  • Admin – Can access everything and can view and modify all tasks. Admins can also manage users, teams, workflows, and other organization settings.  
  • Creators – Can access the entire platform, except administrative settings. Can create and contribute to campaigns and tasks.
  • Collaborators – Can access work that is assigned to them, or if work has a shared campaign or task; cannot create campaigns or tasks. 
  • Guest – Can only submit requests and view the requests module. Within the requests module, can manage their submitted requests and view where requests are in the queue. 
  • Library View-Only – Can access (view, search and download assets) the library module only.

Users-Teams-2.png

Users-Teams-3.png

After you have successfully sent the invitation, the invited user receive an email notification to join, as shown below:

Users-Teams-4.png

When the user clicks Join my team, the sign-up page displays:

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On the sign-up page, the user enters required information and clicks Continue to complete the registration process and access the Welcome platform.

Manage teams

A team is a group of users with delegated responsibilities in workflows.

  1. To create a team, select the Teams tab and click Create Team.

    Users-Teams-6.png

  2. Enter a team name.
  3. Enter the email address or user names of the team member, which are listed below. Click X to remove a member from the team. Click Create Team when you are done.

    Users-Teams-7.png

  4. Click Edit (pencil icon) to edit a team. You can add, remove, or delete the team.

    Users-Teams-8.png

    Users-Teams-9.png