This article explains the process for effectively creating and managing your account users as a brand. It covers how to Create Custom Roles, Create a User Access Group, and Invite Account User. Following the recommended setup process is important to ensure you avoid having to backtrack steps.
Step 1 - Create Custom Roles
Custom Roles enable you to tailor permissions to your account management needs. You'll create them to ensure that they can later be assigned to User Access Groups. This step should be done first. While we offer Predefined User Roles for convenience, we also allow you to create Custom Roles for greater flexibility.
For details on managing existing Custom Roles, refer to the related article.
Step 2 - Create a User Access Group
Once a Custom Role has been created, you can assign it to a User Access Groups. User Access Groups help organize programs with specific roles. Note that only one role can be applied per product. Creating User Access Groups is intended to help you manage permissions based on each group’s assigned roles.
For details on managing existing User Access Groups, refer to the related article.
Step 3 - Invite Account User
The final step is to invite an Account User after creating the Custom Role (if you haven’t selected a Predefined User Role) and the User Access Group. Once created, both will be available to add when inviting new users.
For details on managing existing Account Users, refer to the related article.