Invite a team member

Invite people to the account you have open. Each person gets their own login and a permission level.

Before you start

• You need the Owner or Admin level.
• Check the name at the top right. The invitation is for that account.
• Decide on a level. See Team permission levels.

Steps

1. Open Team in the sidebar, under Governance.
2. Select Invite Member.
3. Enter their Email address and choose a Permission level.
4. Select Send Invite.

For publishers

To invite a sponsor, choose SPONSOR, then tick the Campaigns this sponsor can see. If you have no orders yet, invite them now and share campaigns later from the Sponsors section of the Orders page.

What happens next

If they don't have a login, we email them an invitation. It lasts 7 days, and they appear under Pending Invites until they accept. See Accept a team invitation.

If they already have a login, they get access straight away and we email to tell them. There's nothing to accept, so they won't appear under Pending Invites. The account appears for them the next time they sign in.

Cancel or resend an invitation

Under Pending Invites, select the Cancel invite icon on the invitation, then confirm.

There's no resend button. To send a fresh invitation, cancel the old one and invite them again.

If something goes wrong

• A pending invite already exists for… followed by their address. Cancel it and invite them again.
• User already has access to this entity. They're already on the team. To change their level, see Change or remove a team member.
• Only OWNER or ADMIN can manage team members. Ask an Owner or Admin to send the invitation.
• You don't have access to this entity. You see this when you send an invitation, or when the team list stays empty, on an account you own. Your login needs to be added to the account's team first. Write to support@mailadx.com with your ID from the Account page.
• That address belongs to another network's administrator, or is a staff login. That address can't join this account. Use a different one.
• The invitation doesn't arrive. Ask them to check their spam folder, then cancel it and invite them again.