Your package includes unlimited user seats for your teammates. We strongly recommend adding your Marketing, Operations, and Sales teammates as RollWorks users so that they can use RollWorks reports and leverage our data insights. You can grant them full access as an Administrator or limited access as a General User.
Each user should have their own login credentials so that all actions taken on campaigns, integrations, etc. can be tracked.
How do I add users to my account?
-
Click here or navigate to Settings > Company > User Permissions.
-
Click Add.
- Enter the First Name, Last Name, and email address of the new user. If you wish to add multiple users at once, select Add Another Teammate.
-
Select the level of access you wish to provide to the new user under Role:
-
-
- General User
- Administrator
-
-
Level of access by role
| Access | General User | Administrator |
|---|---|---|
|
General access to RollWorks |
✅
|
✅ |
| Invite new users and manage permissions | ❌ | ✅ |
|
Security settings |
❌ | ✅ |
|
Manage Integrations Settings |
❌ | ✅ |
|
Access to billing settings |
Optional, you will choose if you wish to grant permissions to access your Billing Settings |
✅ |
| View Plans & Usage page |
❌ |
✅ |
- If your company has more than one Advertiser Profile, click Profile Access to specify the Advertiser profiles that the new user can access, or select All Advertiser Profiles to provide full access.
- Click Save.
The new user will receive an email from RollWorks with a confirmation link and instructions to verify their email address and set up a password. The link to activate their account will expire within 2 weeks.
How do change user permissions?
To make changes to an existing user you must be an Administrator and follow these steps:
- Click here or navigate to Settings > Company > User Permissions.
- Find the existing user you want to edit and click on the pencil icon.
- Select the level of access you wish to provide to the new user under Role:
-
-
- General User
- Administrator
-
-
- Select the level of Access to Billing Settings.
- Click Save.
You cannot change your teammate's email addresses
You will not be able to change the email address for other users. Either they have to change the email on their own, which will require them to verify the new email address, or you can remove the user and send a brand new invite with the new email address.
How do I remove a user from my account?
To remove a user from your RollWorks account follow the below steps:
- Click here or navigate to Settings > Company > User Permissions.
- Find the existing user you want to edit and click the X icon.
- Click Delete.
Deleting a user cannot be undone
Once you delete a user, this action cannot be undone and the user will no longer be able to log in to RollWorks. If you delete a user by mistake you will need to add them again.
Can I change the email address for my teammate's user account?
No, you can only change your own email address for your individual user account by clicking here or navigating to Settings > Company > User Permissions.
You cannot change the email address associated with another user in your team, however, you can delete their user account and send a new invitation.
