Freshmarketer allows you to invite users in both ways:
- Agency mode
- Independent Organization
Follow the below steps if you have enabled the agency mode.
Ensure that you’re in the right organization for which you wanted to invite users. Click on the organization on your toolbar at the rightmost corner.
Select Manage Organizations from the drop-down menu.
The organization page opens, select the Invite & Assign tab
Input the email address of the user you want to grant access to and choose an option under Roles. Click Invite User button.
Invite & Assign
Now, a user invitation mail will be sent to the specified email address. Upon accepting the invitation, the user will be added to the account.
Currently, Freshmarketer provides the following user levels:
By default, the agent in the agency is assigned as the account manager. The account manager can add/delete domains and invite new users.
The Super User can perform all the actions in an account, including manage organizations, invite new users, add/delete domains and access billing plans.
Follow the below steps if your account is for an independent organization.
Click on the organization on your toolbar at the rightmost corner.
Select Account Settings from the drop-down menu.
By default, the user sending invitation is assigned to be the Super User for the pertaining account.
The Account Settings page opens with multiple tabs in it. Select Invite Users.
Input the email address of the user to be invited and click Invite User button.
A user invitation mail will be sent to the specified email address. Upon accepting the invitation, the user will be directed to the product dashboard.
NOTE: The newly added user will be the account manager for the organization.