Adding Users to Your Organization and Assigning Roles

Add team members to your organization and assign different roles based on the level of access required

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 three available roles for team members in Pressboard Studio:

  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. Data Explorer - This permission allows a User to gain access to the Data Explorer feature.

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

  1. Follow the steps above to open the 'Members' section 
  2. Once you search and find the User by name, 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


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