Before a user can collaborate on campaigns, add/update publications or review reports, they must be added to your organization. Once added, users can then collaborate on publications or campaigns and receive notifications.

  1. Click on your user icon in the right-hand navigation 
  2. Click ‘Admin Settings’, then 'Organizations' and select 'Members
  3. Click 'New Invitation' and add details such as first/last name and email for the new user
  4. The new user will then receive an email notification prompting them to log-n with a temporary password (Note: Email invite may go to the user's spam/junk folder)

Assigning Roles

There are four available roles for team members in StudioStack:

  1. Standard: Default role. Provides partial access, including the ability to manage campaigns and view reports.
  2. Administrator: Provides full access, including the ability to manage publications and billing, accept and manage campaigns and make updates to your organization.
  3. Client: Limited access, including the ability to view custom reports as well as create and view orders. 

Additional Permissions

i. Sales - This permission allows a user to create a NEW campaign. It can be granted to Admins and Standard users but is not available to those assigned the limited "Client" role.

ii. Marketplace Opportunities - This permission allows a user to access the Opportunities tab where in-bound Marketplace RFPs are accessed. It also allows the user to receive email notifications of any RFPs. Can be granted to Admins and Standard users only. 

To change a user’s role, please follow the steps below:

  1. Follow the steps above to open the 'Members' section 
  2. Under the “role” heading, click the pencil icon to edit that user’s role
  3. Select which role and permissions you’d like the user to have
  4. Hit ‘Save

Next Step: Joining the Pressboard Marketplace

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