Managing Users in Your Marketing 360® Account
You can add multiple users to your Marketing 360® account to give access to your teammates or co-workers. There are different user roles available so you can control what apps they can see and what actions they can take.
Add users to your account
- Start by clicking the App Bar drop-down in the top-left corner of the dashboard and select Settings.
- On the Settings dashboard, select Users & Permissions from the left-hand sidebar.
- Click Invite User button at the top of the page.
- Enter the new user's email address, their name, and select a user role to assign them.
-
Once you have selected a user's role, you can fine-tune their access to certain apps by disabling the app from their account. To see the apps they currently have access to, click the checkmark next to Access to all apps.
Optional: You can choose which apps users can access by unchecking Access to all apps. This will display a list of each app; the blue checkmarks indicate which apps the user can access. Uncheck a box next to any app that you do not want them to access. - Select the Invite User button to confirm your changes.
After you have invited the user, they will receive an email in their inbox. They will need to follow the link in the email to set their password and access their account. This link expires 24 hours after the invitation is sent.
Edit a user role
To edit a user's role - such as changing their access level or app permissions - click on the user's name in the Users & Permissions dashboard.
To change a user's access level, navigate to Select Role and click Change.
To choose which applications a user has access to, navigate to App Permissions and select Click to Edit.
Change the owner of an account
Any user with the Owner or Admin role can designate another user as the "Owner" of the Marketing 360® account.
On the Users & Permissions page, click the overflow menu next to the desired user (Note: the user must have the Admin role in order to be made the Owner), and select Make Owner / Primary User.
More information on how to change the Owner of a Marketing 360® account.
Description of user roles
When you are setting up a new user role, you can set a role that applies to the user across every App:
|
User Role |
Description |
|---|---|
| Owner | The user who sets up the Marketing 360® account. Has access to all applications. Owners can add, edit, and delete all content; can manage account settings, users, and billing. |
| Admin | Has access to all applications. Admins can add, edit, and delete all content; can manage account settings, and users. |
| Manager |
Has access to specified applications. Can add, edit, and delete all content; can manage account settings and users. |
| Contributor |
Has access to specified applications. Can add, edit, and delete all content. |
App permissions by role
When you select a role, the user's permissions may vary per app. The section below outlines the limitations or restrictions that come with each user role.
Owner
The Owner user type is reserved for the user that initially set up the Marketing 360® account. The Owner and Admin levels will have the same permissions. There can only be one Owner per account.
Admin
Admins can modify and view settings on all apps.
Manager
| App | Restrictions |
| Platform-wide settings |
Cannot view or edit Billing information. Cannot edit visible apps. |
| Brand Profile | Can view and edit the Brand Profile. |
| CRM | Cannot view private tasks. |
| Payments | Cannot access Payments. |
| Shop |
No access to Shop. |
| Websites |
Can edit and publish site content including locked blocks, access developer controls and create sites (if a license is available). |
Contributor
| App | Restrictions |
| Platform-wide settings |
Cannot modify some app-level settings. Cannot modify global account-level settings. |
| Brand Profile |
Can view brand profile. |
| Content |
Can view content strategy and edit keywords. Cannot manage Content settings. |
| Creative |
Can view Creative app and banner builder. |
| CRM |
Cannot create or edit CRM filters. Cannot view private tasks. |
| Files |
Cannot access files. |
| Forms |
Can view forms and form submissions. Cannot add, edit, or delete forms. |
| Intelligence |
Can view intelligence and reports. Can view, add, and edit leads and sales inbox. |
| Listings |
Can view listings. Can view and edit duplicates. |
|
Can view, add and edit Journeys, Campaigns, Templates and Lists. |
|
| Payments | No access to Payments. |
| Reputation |
Can view reviews and locations. Can view, add, and edit widgets. Cannot request reviews. |
| Shop |
No access to Shop. |
| Social |
Can edit social settings. Can view, create, edit, and delete posts. Can approve, schedule, and unschedule posts. |
| Websites |
Can edit site content (not including locked blocks). Cannot publish sites. |
Delete users from your account
If you'd like to remove the user from all Marketing 360® apps, then you can click the overflow menu icon next to their name on the Users & Permissions page, and select Remove User.
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