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How to invite team members to join your projects?

Updated over 11 months ago

In the Team Members section, you can view and manage users who have access to your BrandMentions projects.

Add Member

Click the + Add member button in the top-right corner to invite a new team member to join your projects. You can set roles and permissions during the setup.

 

 

Once you click on Add member, a pop up similar to the one below will appear:

 

In the Invite a Team Member form, you can add new users to your BrandMentions account and set specific permissions for them. Here’s how to complete the invitation:

  1. Basic Information:

    • First Name and Last Name: Enter the new team member’s name.

    • E-mail Address: Provide their email address, which will be used for account access.

    • User Role: Select a role, such as Standard User or Administrator, to define their level of access.

  2. Project Access:

    • Project: Choose the specific project the user will have access to, or select multiple projects as needed.

    • Give Automatic Access to All Future Projects: Check this box if you want the team member to have access to any projects created in the future.

  3. Permissions:

    • Toggle individual permissions to grant or restrict access to various sections of BrandMentions. Permissions include:

      • Create Project: Allows the user to create new projects.

      • Mentions: Grants access to the Mentions section.

      • Analytics: Enables viewing and analyzing data in the Analytics section.

      • Influencers: Provides access to influencer tracking and analysis.

      • Sites: Grants access to the Sites section.

      • Project Settings: Allows management of project settings.

      • Comparison: Enables comparison of data across projects.

      • Reports: Provides access to generate and view reports.

      • Alerts: Allows the user to set and manage alerts.

      • Account Settings: Grants access to account settings, if enabled.

  4. Finalizing the Invitation:

    • Click Send Invite to send an email invitation to the new team member with the specified permissions.

    • If you change your mind, click Cancel to discard the invitation.

 

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