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Admins for Organizations have the ability to customize the group’s experience within Tagger. Access these features by selecting the user icon, then "Users".
Users
The “Users” tab allows Admins to:
Invite users to the Organization
Dictate the role users have within the Organization
Grant users rights within the Organization
User and password management.
Sort Users
Sort through users with the available filters.
Invite Users
Admins are able to invite new users to their Organization. Do so by following these steps:
Step 1:
Select "Invite User"
Step 2:
Enter the emails of the desired users. Please note, Admins are able to add multiple users at once. Do so by adding multiple emails to the Email Address box.
- Tagger Tip -
Include an optional welcome message to the new User by selecting "Personalize email message".
Once the email address and (optional) personal message have been written, select "Invite".
Step 3:
Invitees will receive an email from Tagger Media prompting them to join.
If users do not receive an email from Tagger Media, advise them to check their spam after the invite has been sent.
Please note, the above example does not include a welcome message.
Assign Permissions
Once users have been invited to log in, Admins are able to begin assigning the users specific permissions. Please note, if no role is assigned the invited users will be able to view Profiles only.
Step 1:
Assign the new user's role within the Organization. Do so by selecting from the available options:
Manager: Full access to Campaigns, able to manage roles of users the Campaign is shared with.
Editor: Editor access to Campaigns. They are not able to manage roles for other users.
Viewer: Viewer access to Campaigns. They are not able to manage roles for other users.
No Organization Role: Ability to view Campaigns. They are not able manage roles for other users.
Admin: The ability to manage Organizations users and teams, as well as full access to all Campaigns.
Please note, Organizations can have multiple Admins.
There is an option to assign No Organization Role. This option is typically reserved for Organizations that want to create groups of users within their Organization.
For example, a global agency wants to create Teams in their Organization by brand, or by region. The assigned Customer Success Manager will help sort through these options during onboarding.
Step 2:
Assign User Rights.
Campaigns: Allows a user to view and manage campaigns.
Campaign Creation: Allows a user to create new campaigns.
Managing Labels: Allows a user to access and manage Labels tab.
Payments: Allows a user to view, manage and process payments issued to Creators within all Campaigns.
Discovery: Allows a user to find and research profiles using the Discovery Tool.
Profile Merging: Allows a user to merge profiles together.
Please note, Tagger will automatically assign Rights for the Organization, if there is no desire to change these, feel free to skip this step when assigning permissions to new users.
Teams and Campaigns
Understand which Team(s) and Campaigns your User is assigned to by selecting "Teams" or "Campaigns". Data will only be displayed here if it’s applicable to the Organization and/or User.
Force a password change or block a User by selecting the ellipsis.
