If you want to collaborate with your colleagues on a campaign or a creative project, you'll need to add them as users. You must have Admin or Manager role permissions to add or remove members.
NB! When your team joins you on the platform, use "Add New User" feature, rather than having them sign up on their own. The instructions for sending an invite are below.
Add New User
Go to app.nexd.com/profile, click on the Organization Details and scroll down to Organization Members.
At the Organization Members click Add members on your right
Enter their name and email, and specify the user's role
Click Send invite
Once you've sent the invite, the new user receives an email to the platform. They have to click on the link in the email. Until they have done so, these users will be shown as pending users. After they have accepted the invite they will be shown in the Organization Members list.
Edit permissions
Each user has a different role to play, whether it's creating the campaigns, updating billing information, or exporting reports. Ensuring the right people have the right access level helps keep communication smooth and prevent potential security issues.
Go to app.nexd.com/profile and under Organization Details scroll down to Organization Members
From the list, select the user you would like to update and choose their new role from the list. The change will be automatically saved.
For more information about the user roles and their permissions please Read Here
More collaboration possibilities
At the end of every campaign row, you can access an edit modal by clicking on the pencil icon.
From there you can:
Change the ownership of a campaign
Share campaign with another user - collaborators can access and edit everything inside the campaign
On the left side of Campaign Manager is the User Dashboard, where you can:
See and edit other users campaigns - when you have the Manager or Admin role then you can click on the "New tab" icon and enter the name of your co-worker to see their campaigns.
The end result would look something like this:
You can also:
Share campaign analytics pages with unregistered users. Anyone who has a link can view this campaign's analytics without needing access to Campaign Manager. In the campaign analytics page under "Share analytics" section click on "Get Public Link" that copies a shareable link to your clipboard.
Share a specific creative analytics page without access to the campaign overall or other creative analytics. To get the public link, follow the same steps as you would for campaigns. Instead of navigating within the campaign analytics page, choose the creative analytics page from the dashboard on the left.