In this article, we'll go through the steps to:

  1. Create new users

  2. 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.

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