Find in this article how to create and delete different types of accesses to other individuals.
User roles
ROLE | DESCRIPTION |
Manager | Full access to all features |
Membre | Restricted access to the platform Store Manager + Digital Monitoring |
Manage users
Add and invite a user
All users of the Brand platform may receive email communications from Placeloop, such as Product newsletters highlighting the latest updates, or automated reports.
To grant access to the management of your Marketing Portal to a new user:
- Click on 'Administration', then 'User' in the menu,
- Then click on 'Add a user',
- Enter the user's information: name, first name, email address,
- Next, specify the user's role: manager, member.
- Then click on 'Save changes',
- Send the invitation to the user by clicking on 'Send invitation'. The invitation is not automatic.
Edit or delete a user
To ensure the security of your account and data, it is strongly recommended to remove access for individuals who are no longer part of the system (following a job change, a company change, etc.).
From the list of users, click on the 'Manage' button under the relevant user
- Click on 'Edit' next to the relevant field, make the changes, then validate
- Click on 'Disable' to temporarily revoke access
- Click on 'Delete' to permanently remove the user
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