How to invite a single user to the account

How to invite a single user to the account

As an account owner, you can invite users to collaborate and access data on your dashboard. You can also invite groups of multiple users at once via a CSV.

Invite Individual Users:

Access Account Settings in the overhead navigation bar and click Settings from the dropdown menu. Then from the navigation panel, select 'People.'

 

Click Invite New User


Fill in the User's details:


  1. First Name: This is a mandatory field to invite a client.
  2. Last name: This is an optional field. You can proceed if this field is left blank.  
  3. User email: This is the login email id for the User + the email to which the invite email is sent. Enter a valid email ID and ensure that it contains '@.'
  4. Select user type: Select if you are inviting an internal user or a client of your Agency. Internal Users invited can access your workspace, whereas, Agency's clients can access your Agency's white-labeled dashboard.
  5. User's permissions: Select if you are inviting a user managing local marketing, social marketing and a user managing both. 
  6. Select the User role: Use the dropdown tab to select a user role.
  7. Give access to locations or brands or folders: To assign folders or locations to the User, type in the names of folders/locations, and select from the suggestions.

Note: Each person invited as a user will have their separate access to your workspace/dashboard without sharing sign-in information.

Default User roles

  • Admin- Administrator privileges are related to managing the account. Learn more.
  • Manager- Manager privileges include access to their business location data. Learn more.
  • Client (Read-Only): Can view and edit their business locations' data. Learn more.  

Invite Status

Note: The invite link in the email is valid for 48 hours. If the ‘User’ you have invited has not accessed the invite link within 48 hours, they need to request a new invite link.

The status of the invites you send is displayed on your dashboard under People.

There are three statuses: 


 


    • Related Articles

    • How to invite multiple users via CSV

      Account Owners and users with Admin permissions can invite a group of multiple users at once from their dashboard, via CSV upload. To invite multiple users to your workspace: Access Account Settings in the overhead navigation bar and click Settings ...

    • What is Single Sign-On (SSO)? How does SSO work?

      In this article, we’ll talk about Single Sign-On, and how it works. Synup currently supports only SAML SSO and this article will also go into detail about the terminologies you’ll encounter when setting up SSO for your Synup account. To learn how to ...

    • How to manage user roles

      Each user that you invite to collaborate on your workspace is assigned a designated role that enables them to access and manage data on your workspace. You can view a list of all roles created and assigned to users under User Roles. This User Role ...

    • Setting up SSO for your Synup account

      Single Sign-On is an authentication system that enables users to securely login to multiple independent software systems by logging in only once into a managed authentication system. This means your users need to remember only one user ID and ...

    • How to manage your account profile & company profile

      To access your account setup, click the Account Setting Tab (the tag that displays your name) in the overhead navigation bar. Account settings have two options to manage your account: My profile - Profile information of the admin of the account ...