Invite team and agencies

You get an account through an e-mail invitation. The company invites its own team under Team and agencies under Agencies. Owners and Admins can do both.

Invite a person from the company

1. Switch to your company and open Team.
2. Choose Invite person.
3. Enter the E-mail address and choose the Role.
4. Under Access to workspaces, choose a role per workspace (Admin, Editor, Viewer) or No access.
5. Send with Send invitation.

The person receives an e-mail with the link. The invitation is valid for 14 days. Open invitations are listed under Open invitations, where you can cancel one with Withdraw.

Invite an agency

1. In the workspace, open Agencies under settings and choose Invite agency.
2. Enter the E-mail address of a person at the agency.
3. Under Access, choose Campaigns and/or Tracking.
4. Under Websites, choose All websites or individual websites.
5. Send with Send invitation.

In the invitation the person chooses whether their agency already exists or is created new (Create a new agency). Then an agency Admin assigns the staff to the client under Clients with Assign people. Agency members work in the workspace only when they are assigned. Agency Admins always have access, even without an assignment.

Example

Lindenholz Küchen invites Nordlicht Media with the area Campaigns and All websites. Messbar Analytics gets only the area Tracking. Neither agency sees the other's campaigns.