We appreciate that team collaboration is important, and that is why on our Business and Enterprise plans you can invite new users to access your Openr platform. This means they can use and add links and campaigns as part of the team.
The most important thing to know is that you grant access of Brand Profiles, not your whole account. This is really helpful for those of you using an Openr account across multiple brands or clients – as you can give access to certain clients / brands without others.
Secondly, inviting a new user to a Brand Profile should be done by the master account (i.e. the account that has the main subscription plan in place) and the user being invited should have already signed up to Openr. Now that’s sorted – how is it done?
Once you are logged in and on the dashboard the first step is to head over to the sidebar on the left hand side and click on Brand profiles. Here you will see all the brands profiles that you manage from this Openr account.
Once you are here go to the Profile you wish to invite somebody to, and click on the blue arrow to open the dropdown menu.
Select User access from the dropdown menu and this will show you who already has access to the profile. Scroll down to the bottom and you’ll find the button to Invite new user.
In the Invite new user form fill in the name of the person you’re inviting, along with the email address they have registered with Openr.
You can also select how much access this person can have; by making someone an Administrator they can then invite additional people, if they are just a Regular user they have full access to that Brand profile but will not be able to invite other users.
To finish, click Send Invitation and they will be sent an email containing a confirmation link. They must click this link to activate their access to the Brand Profile..
Any questions or help with adding a new user, just contact us for support here
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