Team Members

The Add Team Members feature allows Super Admins to fully manage users, including adding, editing, and deleting roles. Admins can manage users but cannot modify other Admins, while Users have read-only access with no permissions to add or manage other users.

By default, the end user who signs up as an Advertiser or Publisher is assigned the Super Admin role. Super Admins can add, edit, and manage Admins and Users.


User Roles and Permissions

Role

Add Team Members

Edit Team Members

Delete Team Members

View Data

Modify Data

Super Admin

Admin

User


Accessing the Add Team Members Section

  1. Go to Your Profile Settings: From the main dashboard, click on the profile icon.

  2. Open Add Team Members: Within the menu, navigate to the Team Members section to view and manage all team members.


Adding a New Team Member

Only Super Admins and Admins can add new team members.

  1. Click on 'Add Team Member': In the Team Members section, click the Add Team Member button.

  2. Enter Team Member Details: Fill in the team member’s name, email address, and role (choose between Admin or User).

  3. Set Permissions (Admin Only): If assigning an Admin role, you can customize permissions as necessary. You can grant them full access to manage campaigns or limit their permissions for specific tasks.

  4. Send Invitation: Once the details are filled in, click Send Invitation to send the new team member an email to complete their account setup.


Editing Team Member Permissions

Only Super Admins can edit other team members' roles and permissions.

  1. Select the Team Member to Edit: From the Team Members list, find the user you want to edit.

  2. Click 'Edit': Select the Edit button next to the team member’s name.

  3. Update Role and Permissions: Modify the team member’s role (Admin or User) or adjust their specific permissions.

  4. Save Changes: Click Save to update the changes.


Deleting a Team Member

Only Super Admins and Admins can delete team members.

  1. Find the Team Member to Delete: In the Team Members section, locate the user you wish to remove.

  2. Click 'Delete': Select the Delete icon next to the team member’s name.

  3. Confirm Deletion: A confirmation prompt will appear asking you to confirm the deletion. Once confirmed, the team member will be removed from your account.

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