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.
- Click on your user icon in the right-hand navigation
- Click ‘Settings’, then select 'Members'
- Click 'New Invitation' and add details such as first/last name and email for the new user
- The new user will then receive an email notification prompting them to create a password and sign in (Note: Email invite may go to the user's spam/junk folder)
There are four available roles for team members in StudioStack:
- Standard: Default role. Provides partial access, including the ability to manage campaigns and view reports
- Administrator: Provides full access, including the ability to manage publications and billing, accept and manage campaigns and make updates to your organization
- Sales: Provides the ability to create new campaigns, add stories and view sales summary. Sales users have access to all publications in an organization
- Proposals: Provides the ability to view and respond to RFP requests and create new proposals
To change a user’s role, please follow the steps below:
- Follow the steps above to open the 'Members' section
- Under the “role” heading, click the pencil icon to edit that user’s role
- Select which role you’d like the user to have
- Hit ‘Save’
Next Step: Joining the Pressboard Marketplace