With Team Members Settings, you can easily manage who has access to your Cerkl Broadcast Instance, and what they can and can't do.

Each Team Member has their own set of permissions for what they do and do not have access to inside of your Instance - Administrators are a specific type of Team Member, and they are the only ones who can manage Team Members.

Team Member profiles are manually managed from Settings > Team Members.

The Team Members page inside of your settings shows all of your current Team Members and information about their involvement in your Instance as well as their permissions.

Within the Team Members Table, you will see the following columns by default:

Team Member

Name and Email address of the Team Member. Administrator's are labeled with a purple crown for easy identification.

Click the ⋮Ellipsis menu button to Edit Details, View Permissions, or Delete.

Permissions

Count of current permissions. Click to review a list of their permissions.

Administrator status will be listed for Admins, since all permissions are included.

Last Login

How long since last login.

Total Posts

Count of Content created that has been published.

Blasts Sent

Count of Blasts created that have been sent.

Date Accepted

Date Invite was accepted.

Optionally, you can add two additional columns from the Edit Table menu:

To help manage large audiences, Search, Sort, and Filter options are available:

Search

Search using Team Member name or email address.

Sort

Toggle between ascending and descending by clicking the header of table rows.

Filter

Narrow results based on which columns are currently present in your Team Member table.

For quick review and auditing purposes, click the Export button to download a .csv file of your Team Members and their permissions.

Team Member invites will be sent to the email address entered. Before adding a new Team Member, we recommend that you verify this user's Email Address by ensuring they're already in your Audience. If a Team Member is not already in your audience, they will be added manually.

To add a Team Member to your Instance, click on the Invite Team Member button in the top right corner of the screen.

When adding a Team Member, follow the following steps:

1. Assign Team Member Permissions

Select the permissions you want your Team Member to have.

2. Add Personal Information

Enter the Team Member’s First Name, Last Name, and Email Address in the spaces provided.

3. Optional

Custom profile pictures are supported. If no picture is uploaded, First and Last Name initials will be used.

4. When you're ready, click the Send Invite button - the Team Member will receive an emailed invite in just a few moments.

If your Team Member was not able to accept the Invite within a couple days, you may need to resend their invite so a new Link is generated.

When an invite hasn't been accepted, you will see the option to Resend Invite under the Last Login column. Verify you have the correct email address entered, then click the Resend Invite link in that column to have a new email automatically sent.

If their email address was entered incorrectly, simply delete the profile from the ⋮Ellipsis menu next to their name, then create a new invite.

Team Member profiles are manually managed - This means Team Member profiles will not be deleted even if they are no long included in your file integration.

When a Team Member leaves your team, an Administrator will need to remove their Team Member profile.

To remove a single Team Member, click on the ⋮Ellipsis menu button on the right side of the Team Member’s name. Then, select Delete.

To remove multiple Team Members at once, click the white checkboxes next to the Team Members’ names whom you’d like to remove. Then, click the Delete button at the top of the list to be prompted with a confirmation of deletion.

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If you have any questions at all, please don't hesitate to reach out to us at support@cerkl.com or use the support Chat toward the bottom right-hand corner of any cerkl.com page.