How to create an invitation
Firstly, click on the Settings icon in the top right corner of the menu. Then, click on Invite Team Member.
In the email field, enter the email address of the person you would like to invite.
Next to the email field you will find the role field. Here you can specify which rights are granted to the invited person. You can find a more detailed description of the different roles and the associated rights right there and at the end of this article. After having filled out both fields, click on the Send Invite button.
The invited person will now receive a link to log in directly.
Role | Rights |
Viewer | The viewer can only view content but can't download images. |
Member | The member can only download materials, but cannot make any other changes. This role is suitable for participating agencies, for example. |
Marketing Manager | The Marketing Manager has the same rights as the Member. In addition, however, this person can also upload and edit marketing materials. |
Rights manager | The Access Manager can additionally enable or disable merchants in the access control. This day-to-day task should be performed by a person who is always available and can respond quickly to merchant requests. |
Content Manager | In addition to access management, the content manager is also responsible for uploading and deleting marketing material. |
Brand Manager | In addition to these tasks, the Brand Manager can also add brands and manage descriptions for them. |
Sales manager | The sales manager can download content, order and edit access rights. |
Sales agent | The Sales agent can download content and order. |
Admin | The Admin has complete rights and can also change user roles and company data. |
Create an Invitation with Custom Access for Sales Representatives
You can now assign Sales Managers and Sales Agents to a subset of their brands and retailers, ensuring they only access data for the retailers they are responsible for.
After having chosen Sales manager or Sales Agent on the invite page, select Custom Access. If your organization has multiple brands, you will be able to set the brand(s) the sales representative will see in their account. Further, under Select retailers, you can add the retailers which the sales representative can manage.
After clicking Add you will see the assigned retailers listed below. When you are done, finally click on Send Invite.
