Freshmarketer allows you to invite users in both ways:

  • Agency mode
  • Independent Organization


Agency Mode


Follow the below steps if you have enabled the agency mode.


STEP 1: Open “Manage Organizations”


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.

 

Manage Organizations


STEP 2: Invite User


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.


User Levels


Currently, Freshmarketer provides the following user levels:


Administrator


Every account can have more than one account administrators. An account administrator has all the privileges and can cancel the account and make account level settings. Changing the role of an account administrator will affect all organizations and might lose some permissions exclusively meant for the account administrator. 


Manager


Every organization can have one or more Manager. Every manager can do billing and payment. Managers are not allowed to add, edit or delete sub-organizations.


Editor


Editors can create, edit and delete experiments. They are not allowed to create, edit and delete sub-organizations.




Independent Organization


Follow the below steps if your account is for an independent organization.


STEP 1: Open “Account Settings”


Click on the organization on your toolbar at the rightmost corner.

Select Account Settings from the drop-down menu.

 

Account Settings


By default, the user sending invitation is assigned to be the Super User for the pertaining account.


STEP 2: Invite User


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.


Invite Users


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.




Technical Support
Don't see what you're looking for? Just drop us a mail