Assign users to organisations
Create a user with the right organisations, role and module access, from General Settings.
An admin gives each person an account with a role, the organisations they work in, and the parts of Studio they can open. Here, an admin adds Sam Taylor, Lindenhall's new marketing assistant.
In the organisation switcher, choose Global, and select General Settings. Then:
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Select the Users tab.
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Select Create User.
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Enter the Email Address they'll sign in with.
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Choose the User Role: CONTRIBUTOR or ADMIN.
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Under Assigned Organizations, select Organizations.
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Tick their organisations, here Lindenhall Shopping Centre.
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Under Module Access, tick Campaigns, Smartlinks, or both.
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Select Create User.
The new account appears on the Users tab, ready for its first sign-in: see Access request process.
Good to know
- One account per person, however many organisations they work in. To add one later, edit their Assigned Organizations.
- Give only what's needed today, so their organisation switcher stays short.