Every part explained
Adding people to your agency
Who can sign in, and what each role can do.
Settings → People (owners only). There are three roles:
- Owner: everything, including people and settings.
- Member: day-to-day work: campaigns, guides, approvals, files.
- Client: only their own client. Good for letting a client answer questions and approve their own work.
Adding someone
- Under Add someone, type their name and email.
- Choose their role (and for the Client role, which client).
- Press Add. They sign in with their email (see Signing in).
Change someone's role from the list, or remove them. There's always at least one owner.
Still stuck? Ask in your own words and we’ll answer from the manual. Ask a question