In this article find out how to manage users
Types of users
There are two types of users:
- Regular users: Users accessing Creativebrief content, tools and functions such as the alerts and notifications, pinboards, agency lists, messages and events hub.
- Admin users: Users responsible for managing the account. They have access to admin pages in the account settings including people and statistics and the admin only tools including the projects tool. They also have access to all the same content, tools and features as regular users.
There is no limit to the amount of admin users.
Managing users: add a new user
Go to your 'Account Settings' and select the 'People' page
You have to be an admin user to access the people page. To be granted admin permissions speak to your agency profile admin or email our brand team
Click 'Add member'
Type the email address of the new user in the field
Select 'Add member'
A confirmation banner will appear at the top of the window
Managing users: remove a user
Go to your 'Account Settings' and select the 'People' page
Click 'Manage' next to the user you'd like to remove's name
Select 'Remove user from brand'
It's important to remove users from the account if they no longer work at your company as they can still access potentially confidential information relating to projects
Managing users: pending requests
Go to your 'Account Settings' and select the 'People' page
Select the 'Pending' tab
The 'Requests to join' section includes new user requests to join the account user list, whereas 'Pending invites' include invites that you have sent out and are yet to be accepted
Accept or decline the request
Managing users: changing a users permission from admin or regular
Go to your 'Account Settings' and select the 'People' page
Click 'Manage' next to the user you'd like to change their permissions
Select the appropriate option for the user
- Select 'Admin' to change the user to have admin permissions
- Deselect 'Admin' for the user to be a regular user
See above for further details on the type of users.
Managing users: user stats
Go to your 'Account Settings' and select the 'People' page
Click 'Stats' next to the users name to view the user stats
FAQs
If the answer to your question isn't below, email our brand team for further help.
Can we bulk upload a list of new users?
We can bulk upload a list of users for you. Please fill in the upload template and email to our brand team.
How many users can we have on our account?
The people page will tell you how many users you can have on the account.
We've reached capacity, how do we add more users?
The number of users is linked to your membership package, if you've reached capacity please reach out to your Customer Success Manager or email our brand team to upgrade the membership package.
Need further help? Email brandteam@creativebrief.com