Managing the users inside your Agency account has never been easier! We made this workflow simple for you.
To add a user to your account, navigate to Settings > Organization > Invite:
Click on the Invite button, and a new modal will show up:
Enter the email of the new member of your Agency account and then set their privileges.
Admin - Has full access and all privileges across the brand.
Media Buyer - Has access only to the brands specifically assigned to them. If you create a new brand, you’ll need to update their permissions in this section.
Content Manager - Can manage only the creatives they are responsible for using.
View Only - Can view all information but cannot take any actions, with the exception of adding comments to Pipeline cards.
Click the Send Invites button:
The user(s) will receive the invite at the email address. This is also possible during the onboarding phase when you sign up for the account.
There are two mandatory considerations here:
1. The user's email cannot be associated with an active Koast user or be a member of another Koast Agency Account.
2. The email address must not be fictional, as we will send the invite with a one-time password.
The invited user will receive an email like this:
Once the user accepts the email invitation, they will become part of your organization and can manage the account according to their assigned permissions.