Understanding Access Permissions

When you or your colleagues were invited to the platform, they were invited under one of the following: Agency Admin or Agency User.

While both of these users have the ability to log in to the platform, there are some slight differences in what each role is capable of doing.

Admins vs Users

Agency Admins: Can edit all aspects of the agency’s portfolio.

Agency Users: Can only view the portfolio but may be invited to other things, like projects, that they may be able to add to).

How to Change the Permissions

1. Go to your company's portfolio

2. Scroll down to Key Contacts/Agency Team Members

3. Click the 3 dots to the right of your colleague's contact tile

4. Select Edit

5. Scroll down to Roles/Permissions and update appropriately

6. Click Submit

Important Note

Only Admins have the ability to change these permissions. 

If you are the only Key Contact listed for your agency, reach out to us via the support button on the bottom right hand corner and we will upgrade your permission to Agency Admin.

If you are currently listed as a User and want Admin access, contact one of the Key Contacts that has the Admin icon (see example below) and request Admin access.