Adding Users to Your Cliquify Account
Administrators can easily add new users to their organization's Cliquify account. This is essential for keeping your team up-to-date and involved in your brand's creative process.
Navigate to Manage Users: On the home page, select "Users" from the sidebar menu.
Add Users: On the "Manage Users" page, you can add users individually or in bulk.
Individual Invites:
Enter the user's email address in the "New Invitation" text box.
Crucially: Select the appropriate role for the user from the "Select Role" dropdown menu. The available roles are:
User: Can post and share content.
Admin: Can create, design, and approve content, and manage other users. An Admin must be designated before they can be assigned the Approver role.
Approver: Can create, design, and approve content. This role can only be assigned to existing Admins.
Click the "Invite" button.
Bulk Invites: For adding multiple users at once, click the "Upload Contact List" button. You'll need to upload a CSV file containing the email addresses of the users you wish to invite. Ensure the email addresses are in a single column within the CSV file.
Domain Restrictions: For security purposes, you can only add users whose email addresses belong to your organization's domain.
User Overview: The "Manage Users" page also displays a list of all users currently enrolled in your Cliquify account, along with their status (e.g., Active, Invited, Pending).
4. User Access Requests: Users also have the option to request access to join the platform directly from the login page. These requests will be visible to the administrator for review and approval.
See this article for more on users and group management.