With Team Members settings, you can easily manage who and what Team Members can do within Broadcast.
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.
Add a New Team Member
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, you will need to provide the following:
Assign Team Member Permissions: Select the permissions you want your Team Member to have.
For an in-depth understanding each Team Member permission and what they all your Team Member's to do, please review: Team Member Permissions.
Add Personal Information: Enter the Team Member’s First Name, Last Name, and Email Address in the spaces provided. If you have a profile picture, you can upload this as well.
When you're ready, click the Send Invite button - they will receive an emailed invite in just a few moments.
Resend Invite
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.
Remove Team Member(s)
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.
Please note: Deleting Team Members will not unsubscribe them.
As organizations have Team Members change teams often, their subscriber status will remain active unless manually changed or until an audience integration removes them.
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.