User Guide: Adding New Users on AdvRed
Managing user roles and permissions is a crucial aspect of team collaboration on the AdvRed platform. Here’s how to add new users to your team settings:
Adding New Users
Only admin accounts have the authority to add new users to the CMS. If you hold an admin role, you can add users by following these steps:
- Navigate to the Team Settings section on the main menu.
- Click on Users to see the existing users list.
- To add a new user, click the + Add button located at the top of the users list.
- Fill in the new user’s details, such as name and email address, and assign them a role.
Understanding User Roles
There are different roles that you can assign to your team members, with varying levels of access and permissions:
- Editor: Users with the ‘Editor’ role have the capability to make changes and set up campaigns. However, they cannot publish these changes to production. This role is ideal for team members who are responsible for creating content or setting up campaigns but are not in charge of final approvals.
- Admin: Users with the ‘Admin’ role have full access, including the ability to publish modifications directly to production. This role should be reserved for trusted team members who are authorized to make executive decisions and finalize content or campaign setups.
Remember, the admin role is powerful, and with great power comes great responsibility. Ensure that only qualified personnel are assigned this role to maintain the integrity of your live campaigns.
As you familiarize yourself with the AdvRed platform, you’ll find that managing user roles effectively will streamline your workflow and ensure that everyone on your team can contribute efficiently while maintaining necessary controls.
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