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Home » How to add a Collaborator

How to add a Collaborator

It’s easy to invite other users to collaborate on your account, giving them distinct user roles that determine what they’re allowed to do on your account. You can also switch between multiple accounts with ease without logging out.

Note: It is not currently possible to add Collaborators to the xneelo Cloud (beta) product.

Steps

  • 1
    Log in to the xneelo Control Panel.
  • 2
    Under TOOLS in the side menu, select Collaborators.
  • 3
    Click Invite on the Collaborators management screen.
  • 4
    Enter the email address of the user you wish to invite.
  • 5
    Select the role you are inviting.
  • 6
    Click Next.
  • 7
    When adding a Technical Administrator for specific products, you will be prompted to select the exact product and service that this Collaborator should have access to.

What happens next

Invited users will receive an email with a link that they will need to click on to accept the invitation. Next, they will need to sign up or log in to the xneelo Control Panel. After that, they will be granted access to collaborate on your account.

Assist Note

By inviting a Collaborator to your account, you agree that xneelo is not liable for any roles or permissions granted in error or for data captured incorrectly.

Assist Tip

You can edit a Collaborator’s role or remove access at any time. It’s also possible to add a Collaborator as an emergency contact.

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Related Posts:

  • What are 'Collaborators'?
  • How to remove a Collaborator
  • How to switch between accounts
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How to add a Collaborator
Follow a few steps to invite other users to collaborate on your account, giving them distinct user roles.