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Invite & Manage Partner Account Users

impact.com accounts are managed by account users (also known as members). When you log into impact.com, you use your member account credentials to access an impact.com account.

Example

  • Wile E. Coyote creates an impact.com partner account: CoyoteInfluencer. During this process, he also creates a member account (e.g., "wilecoyote") which he uses to log in to impact.com and access his partner account.

  • Wile E. Coyote wants his colleague Road Runner to able to access his account, so he sends an invitation via email.

  • Road Runner accepts the invitation and creates his own member account ("roadrunner") to log in to impact.com.

  • Wile E. Coyote approves Road Runner. Now Road Runner can login with his member account ("roadrunner") to access the Coyote Influencer partner account.

We'll cover…

  • Inviting new members to access the account

  • Editing access rights for current members

  • Removing members from the account

Invite new members

Note

Only members with Account Administrator permissions can invite new users.

  1. From the left nav bar, select Settings .

  2. In the General section, select Account Users .

  3. In the upper right corner, select Invite Users.

  4. Select Add Member User.

  5. Enter the invitee name, invitee email address, an invitation message (optional), and the permissions this user will have.

  6. Select Submit to send the invitation.

Accept an invitation

Once someone receives an invitation, they'll need to view the email to accept it.

  1. Have the invitee view the invitation email and select Accept Invitation.

  2. Invitees with an existing member account (user profile) can sign-in with their credentials to accept the invitation. Alternatively, invitees who don't have a member account can create one to accept the invitation.

Edit access rights

Tip

Users can enable Two-Factor Authentication on their account for extra security. Learn how to Enable Two-Factor Authentication for your impact.com account.

  1. From the left nav bar, select [Menu] → Settings .

  2. In the General section, select Account Users .

  3. On the Account Users screen, find the name of the user select Edit Access Rights from the Actions column in their row.

  4. Use the toggles and checkboxes on the Edit User Access Rights screen to customize the user's permissions.

  5. Select Submit to finalize the permission changes.

Remove members

  1. From the left nav bar, select [Menu] → Settings .

  2. In the General section, select Account Users .

  3. On the Account Users screen, find the name of the user select Remove User from the Actions column in their row.

  4. Accept the warning to remove the user's access.

Note

Removing an account user cannot be undone, but removed users can be re-invited at any time.

Invite an agency account member

Note

You'll need the agency's Account Id to invite them to manage your account. Reach out to your CSM (or create a support ticket) to discuss inviting an agency to manage your account.

  1. From the left navigation bar, select [Menu] → Settings .

  2. On the left, under General, select Account Users .

  3. In the top-right corner of your screen, select Invite Users.

  4. On the right, select [Add Agency].

  5. Enter the Agency Account Id and set the agency's Permissions.

  6. Select Submit to send an invitation to the agency.

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