In BrandMentions, you can invite new team members directly into your shared workspace. The invitation system lets you control who joins, what they can see, and which projects they can access, all from a single place.
Below is a clear, step by step guide you can use in your help center.
Step 1: Open the Team Members section
Sign in to your BrandMentions account.
In the left sidebar, click Team Members.
This takes you to your team management dashboard, where you can see all current users and manage access.
Step 2: Click “+ Add member”
At the top of the Team Members page, click + Add member.
This opens the Invite a team member window, where you will configure the new user’s details, role, and access.
Step 3: Enter the new member’s basic information
In the first part of the form, fill in the new team member’s details:
First name
Last name
Email address
The invitation email will be sent to this address, so make sure it is correct and active.
Step 4: Assign a user role
Next, select the appropriate role in the User Role dropdown.
You can:
Use the default Standard User role, or
Choose one of your administrator or custom role
The role determines this person’s general permissions in your BrandMentions account, such as which sections they can access and what actions they can perform.
Step 5: Grant project access
In the Project section, you decide which projects the new team member can work on.
You can:
Select one or more projects from the project dropdown
Check “Give automatic access to all future projects” if this person should automatically see every new project you create later
This is especially useful for account managers, team leads, or internal stakeholders who need visibility across all current and future projects.
Step 6: Configure granular permissions
BrandMentions also allows you to fine tune access with granular permission toggles.
You can grant or restrict access to areas such as:
Create Project
Mentions
Analytics
Other sections, depending on your account configuration
Use these settings to match the person’s responsibilities. For example:
Give full access to senior strategists and admins
Limit access for junior team members or external collaborators to only the data they need
Step 7: Send the invitation
After you have:
Entered the user details
Selected a role
Assigned projects
Adjusted granular permissions
Click Send Invite.
BrandMentions will send an email invitation to the address you provided. The new team member can then:
Open the email
Click the invite link
Create or confirm their login
Access your BrandMentions workspace with the permissions you set
What happens after the invite is sent?
The new member appears in your Team Members list.
You can edit their role, project access, or permissions at any time from the same dashboard.
If an invite was sent to the wrong address or the person should no longer join, you can adjust or revoke access from this central place.
By using the Team Members dashboard and the invitation flow in BrandMentions, you can bring new people into your account quickly, safely, and with the right level of access from day one.