Team Management

Harness the power of teamwork! Team Management allows an Admin User to give additional team members  access to your Brandcil instance.

User Roles

There are two user Roles Types:

• Admin: can add other Admin or Staff users
• Staff: have no access to Team Management function

Only Users with Admin roles have access to Team Management function. Two tabs are available:

• Team Management
  • Add User
  • Edit User
  • Delete User
• Pending Invites
  • Delete Invited User

 

Team Management / User Manager

The Team Management tab allows a user to:

• View a list of existing users, with their assigned Brands
• Add a new user
• Edit an existing user
• Delete an existing user

Add User

An Admin User clicks Team Management on the left navigation menu

1. Click “+ Add User” button on top right, OR click “Invite a team member” button under the My Profile popup menu
2. Enter new User information on the Add User screen
3. Specify Role Type for the new user
4. Select Social Media Profiles allowed for the new User by clicking the Profile icons at the bottom
   Multiple Profiles may be selected
5. Click the “Invite” button at bottom right
6. Admin User will see the new user in the queue under the “Pending Invites” tab
7. The invited user will receive an email with subject “Confirm verification” from “[e-mail]”
8. After the new user clicks on the link in the email to accept the invite, the Admin User will be able to see the newly added User in the Team Management user list

Edit User

1. Admin User selects the checkbox for an existing User, then click the “Edit User” button on top right
2. Admin User makes edits in the Edit User popup window, and click the “Save” button on bottom right.

Delete User

1. Admin User selects the checkbox for an existing User, then click the “Delete” button on top right
2. A confirm "Delete User?" popup window will be display
3. Admin User confirms the deletion by clicking the “Delete” button on bottom right of the popup

Pending Invites

The Pending Invites tab allows a user to:

View a list of invited users who have not accepted the invites

Delete invited users who have not accepted the invites:

• Single User Delete:
  • click the Trash Can icon for the user in the Action column on the right
• Bulk Users Delete:
  • select the checkboxes on the left for the users to be deleted
  • click the "Delete" button on top right

Notes

• For Staff users, Team Management is not available, therefore the menu item is grayed out on the left navigation menu.
• Admin User can also add a new user by using the “Invite a team member” button under the My Profile popup menu:

Let your team multiply your efforts to reach more people with less work!