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How to Add a New User

Adding a new User allows them to launch and work on Campaigns within the platform. Follow these steps to invite and manage new team members efficiently.

Step 1: Access the User Management Section

  1. Navigate to the Dashboard.

  2. Click on Manage Your Team on the right-hand side.

KB2 - Dashboard manage your team

You will see a list of all users with platform access:

  • Users marked with a green 'Accepted' label are active members.

  • Users marked with a red 'Pending' label have yet to accept their invitation from Novable and activate their account.

KB2 - Users listStep 2: Invite a New User

  1. Click the Invite Users button on the right.

  2. Enter the email address of the user you want to add.

  3. If Campaign Access functionality is activated, you can choose their access level:

    • Admin: Full access to all campaigns and deliveries. Admins can also add or remove Users.

    • Contributor: Limited access to only the campaigns they create or are assigned to.

  4. Click Confirm to send the invitation.

KB2 - Invite user Admin Contributor

Step 3: Managing Users

  • You can add or remove Users as long as you stay within the maximum allowed user limit.

  • You can also disable a User instead of removing them, which is useful for temporary access restrictions.

Once the invited User accepts the invitation, they will gain access to the platform based on their assigned role.