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How to Invite, Remove, or Edit a User in the SmartDreamers Platform
How to Invite, Remove, or Edit a User in the SmartDreamers Platform

Check out the simple steps of adding, removing, and editing users in the SmartDreamers platform.

Cristina Rotari avatar
Written by Cristina Rotari
Updated this week

Inviting your team members to use SmartDreamers is a great way to make sure everyone involved in your projects is able to access the platform, and that they have the appropriate user permissions. This process is simple and requires a few easy steps.

πŸ‘‰ Step 1. Log into your SmartDreamers account and click on the Settings button in the top menu.

πŸ‘‰ Step 2. This will open a new dashboard with a menu on the left-hand side. Click on Invite Colleagues from that menu.

πŸ‘‰ Step 3. Your dashboard will show a list of current users within your SmartDreamers company account. To add new members, scroll down to the bottom of the page and click on the Invite colleagues button.

πŸ‘‰ Step 4. Next, you will see a pop-up window where you can add the details of your colleague such as Name, Email, Role (user permissions*), and the team they're assigned to, plus a predefined friendly message that you can edit.

πŸ“– Note: Not sure which user permissions* are available in SmartDreamers? Check out this user permissions article.

πŸ‘‰ Step 5. After filling in the above form, click on the Invite button. This will launch an automated email to the team member whose details you've included in the invite.

πŸ“– Note: Repeat this process for every team member you'd like to invite to use SmartDreamers.

How to Delete or Edit a User from SmartDreamers

If you would like to remove a team member from the SmartDreamers platform, just log into your account, click on Settings, next click on Users, and on the right-hand side of a user's name, click on the grey arrow.

This will open 2 actions: Edit and Delete.

If you want to delete a user, click on delete.

πŸ“– Note: This action means that a particular user will no longer be able to access your company account in SmartDreamers, including viewing and editing campaigns.

πŸ“– Note: To restore platform access for a user, you should remove the user's account and then create a new account for them as if they are joining for the first time.

When you'd like to edit a user from the drop-down list, click on the edit button. You will be able to edit their name, role (user permissions), and the team they're assigned to. Once changes have been implemented, click on the Save button.

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