How to create an account for a new user?
Team Administrator & Administrator profiles can create a new user account.
1️⃣ Go to Settings > User Management.
2️⃣ Click on Create User.
3️⃣ Fill in the user information: name and email address.
4️⃣ Define the channel(s) on which the user can operate. For example, if you select only the email channel, the user will only be able to create email campaigns.
⚠️ If you are using CDP, this field does not appear, so you can move on to the next step: the role.
5️⃣ Grant the user a role, which determines the features to which the user has access.
Depending on your needs, you can assign several roles for a single user.
What actions are required on the user's side?
New users will automatically receive an email inviting them to finalize the creation of their account.
Users will need to verify their email address via the link provided in the email. They will then set their password to enter the platform.