In this article, we'll go through the steps to:
Create new users
Assign roles and accounts within Intentwise.
Let's get started!
Step 1. To add a new user, navigate to Account Management
Step 2. Click Users > "Add User"
Step 3. Enter Name and Email
Step 4. Select a Role
Admin Role will have access to all accounts.
Analyst Role will have access to specific accounts. Select this role if you have multiple brands/accounts and want user-specific access.
Read-Only Role can see all reporting but cannot make any changes on the platform, i.e. bids, adding new keywords, pausing campaigns etc.
Data Platform User will have full access to Intentwise Analytics Cloud plus read-only access to the rest of the platform.
Step 5. Select account(s)
Step 6. Click "Add". The new user should receive an email to accept the invitation.