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What it is for

The agency team is the people who use the portal. You add the person and set the initial password. There is no email invite.

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Who can do it

Only the agency Owner and Admins manage the team. The portal has two roles:

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Where to click

In the Brand and account menu, open Agency team (/equipe). The Users screen (/usuarios) has an “Agency team” view, for reference only.

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Step by step

1

Click New member

On Agency team, use New member.
2

Fill in the form

Enter Name, E-mail, Role, and Initial password. The password needs at least 8 characters, with a letter and a number. Generate creates a password for you, and Copy password copies it.
3

Create the member

Click Create member and give the password to the person. On first sign-in, they create their own password. Until then, the status is “Changes password on first sign-in”.
If the email already has an account, the person joins the team with their usual password.

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What happens next

In the person’s actions menu:
  • Edit: changes the role and the details the account allows.
  • Reset password: the old password stops working right away and open sessions are signed out.
  • Suspend: the person can no longer sign in to the portal right now. Nothing is deleted. Reactivate undoes it.
  • Remove: the person loses access to the portal and to clients. This cannot be undone. Their login still exists outside of here.
To change the Owner, use Transfer on the current Owner: the person becomes Owner, and you become Admin. The agency’s organizations in your name move to them. Under Users you also see the clients’ people, with the All, Owners, or Invites views, and you can use Open as client and Resend access.

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Common errors

  • “This e-mail is already on the team.”
  • “This e-mail is already in another agency.”
  • “Use 8 to 72 characters, with a letter and a number.”
  • “You can’t do this on your own row.”
  • “The Owner can’t be changed here.”
  • “This person is suspended. Reactivate them before transferring.”
  • “Only the Owner and the agency Admins manage the team.”

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Next step