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User-management & Roles
User-management & Roles

How to invite your colleagues and attach roles

János Moldvay avatar
Written by János Moldvay
Updated over 6 months ago

You can find the Adtriba user-management via this page: https://accounts.adtriba.app/

Or in Sphere can also navigate to 'Manage account' from the top navigation drop-down list:

Once you clicked on 'manage accounts' a new tab will open and you will be directed to accounts.adtriba.app

Please select your account on this page - the cards with your team members will show up.

By scrolling down to the bottom of the list you can click on the big + button to invite new users and apply roles (please take a look at the bottom of the article to read more about the different roles and rules) to them.

In the new pop-up window, enter the email address of the person you're granting access to and can select "Grant Ownership" if the person will be the Owner of the account(s), meaning they will have full access and edit rights.

If a person is not an Owner, a different level of access can be given per toll (Core vs Sphere) and per Project:

To change user roles or delete users completely from your team, please click on the user's card - select a different membership or click on 'Remove member'.

OWNERS

  • automatically have Admin role for all the projects of the account.

  • can make all, account-related changes in the UI

  • can invite, remove members from the account

  • can grant/revoke Ownership to an Account member

  • can act on other owners as well (every owner is considered as a super-user)

USERS

  • can have one of the 3 project-level Roles:

    • Admin

    • Editor

    • Reader

  • can edit other account members’ project roles, if they are Admin in that particular project.

  • can NOT edit themselves

  • can NOT edit their own or others’ ownership/membership.

  • can NOT add or remove any member to/from the account.

USERS: ADMIN

can access to project settings

can invite new users

can change status / role of users

can remove user from account

can integrate / change connections

can change the channel mapping

can change the spend mapping

can open reports

USERS: EDITOR

can change the channel and spend mapping

can open reports

USERS: READER

can open reports

Roles can be set when sending an invitation or at any time once a user accepted his invitation.

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