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Invite users

Learn how to invite new agency or customer users to your Channel Pilot Pro account and assign them the right roles.

You are here: Home -> User management

Note: "User Management" is only visible, if you are granted the corresponding permissions.

For more information, contact your Account-Administrator.

Hierarchy within Channel Pilot Pro

Example: You own a company that sells products within Germany. You have several shops in different federal states. Sometimes even more than one shop within a federal state.

Agency - Your Company

Customer - In our example, those could be the different federal states.

Shop - Within a federal state, you have multiple Shops

Invite users

Click on “Invite user” to add users to your agency. Note the differences between “Agency user” and “Customer user”.

All information on "Permissions" can be found in this article.

Add agency user

  1. Who would you like to invite?

    Enter the e-mail address here. You can add up to 100 people at the same time. The individual e-mail addresses must be separated by a comma (,).

  2. Select the organization role.

    • Agency admin - Can change settings

    • Agency viewer - Only display rights

  3. Access to customer accounts

    Should the new user have access to all customers and shops?

  4. Select the customer role:

    • Customer admin - Can change settings

    • Customer viewer - Only display rights

  5. Role for all shops

    Assign a role to all shops

    • Viewer - Only display rights

    • Simple editor - Can change limited settings

    • Advanced editor - Can change all settings

  6. Click on "Send invitation".

The new users must then confirm the invitation.

NOTE: These settings are applied to all users that you have invited.

Invite customer user

  1. Who would you like to invite?

    Enter the e-mail address here. You can add up to 100 people at the same time. The individual e-mail addresses must be separated by a comma (,).

  2. Choose an organization role:

    • Customer admin - Can change settings

    • Customer viewer - Only display rights

  3. Manage shop access:

    Will the user have access to all shops within the selected customer? You can also select and assign a specific shop.

  4. Select a customer.

    Which customer will the new user be added to?

  5. Role for all shops

    Assign a role to all shops

    • Viewer - Only display rights

    • Simple editor - Can change limited settings

    • Advanced editor - Can change all settings

  6. Click on "Send invitation".

The new user must then confirm the invitation.

NOTE: These settings are applied to all users that you have invited.

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