In this guide, we walk you through the process of adding colleagues to your (partner) account. This is an essential step as added users gain access to all client accounts linked to your partner account.
User Management for Partners
Do you have access to multiple accounts? Then, probably you have access to a partner account. If you want to give a colleague access to the same clients that you have access to, follow these steps:
Navigating to the Partner Dashboard
To start, locate the partner dashboard. It's readily accessible in the top-right corner of your screen. Click on it to begin managing your partner account.
Overview of Clients
Upon entering the partner dashboard, you'll see an overview of all your clients. This dashboard allows you to quickly gauge how each of your clients is performing. Metrics are displayed for easy reference, allowing you to select and delve into any particular client's details.
Adding and Managing Users
To add colleagues or other users to your partner account, navigate Settings > User Management. Here, you can add new users, who will then have access to all the client accounts linked to your partner account.
Important: The added users will have complete access to your partner account, which includes all linked client accounts.
You can also manage existing users from this section, including the ability to delete users if necessary.
User Management for direct brands
If you only have access to one client and you want to invite colleagues to your single account, follow these steps:
Navigate to Management > Account> User Management
Press the green button "Invite user" in the top right corner to invite colleagues.
Didn't the colleague accept the invitation in time? You can resend the invitation by clicking on the three dots next to the status:
User Rights
You can make the distinction between a 'Read Only User' and a 'Company Admin User'.
Please find the differences between these rights below:
Read Only User
User can only see some pages which are related to analytics data, but is not able to see or change any form (e.g. automations, settings, and integrations).
Company Admin User
User is able to see all pages and can change or delete any item in the forms (e.g. automations, settings, and integrations).
These rights are available both for partner accounts as for user accounts for direct brands. You can manage these rights when clicking on the three dots > Edit next to the status.
FAQ
Q: A colleague didn't accept the invite yet. How can I send a new one?
A: Navigate to the colleague in User Management and click on the three dots next to the status. You have the option to resend the invite.
Q: How do I delete a user?
A: Users can be deleted from the same section where they are added. Click the three dots next to the status to delete a user.
Q: How can I get additional help?
A: For further assistance, you can contact us through the chat option in Billy Grace or send an email to the help desk: support@billygrace.com.