Manage Team - Castled

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Getting Started

Account Management

Object/Schema

Engagement

Segmentation
Campaign
Workflow
Messaging By Channel
Message Template
Personalisation

Analytics

Apps

Settings/Configs

Data Warehouses
Channel Configs
Event Streaming
Physical Address

Security

Appendix

Steps for inviting a team member

Inviting team members allows you to share the segments, campaigns or workflows created with your team members.For inviting team members the following steps needs to be followed:

1. Click on invite team member button

3. Enter the email of the team member to be invited and click Send Invitation button.

4. Invitation pending will be listed in the page as shown below

5. Team member will receive an email to accept and activate the user account.

Account Creation Overview

On this page

Steps for inviting a team member
1. Click on invite team member button
2. A popup appears to capture the email id of the team member to be invited.
3. Enter the email of the team member to be invited and click Send Invitation button.
4. Invitation pending will be listed in the page as shown below
5. Team member will receive an email to accept and activate the user account.
6. Once the team member activates the account and complete the signup, the team member will be listed with EDITOR role by default. The roles of the team member can be changed to ADMIN or USER by any of the team members with ADMIN role.

Getting Started

Account Management

Object/Schema

Engagement

Analytics

Apps

Settings/Configs

Security

Appendix

​Steps for inviting a team member

​1. Click on invite team member button

​2. A popup appears to capture the email id of the team member to be invited.

​3. Enter the email of the team member to be invited and click Send Invitation button.

​4. Invitation pending will be listed in the page as shown below

​5. Team member will receive an email to accept and activate the user account.

​6. Once the team member activates the account and complete the signup, the team member will be listed with EDITOR role by default. The roles of the team member can be changed to ADMIN or USER by any of the team members with ADMIN role.

Steps for inviting a team member

1. Click on invite team member button

2. A popup appears to capture the email id of the team member to be invited.

3. Enter the email of the team member to be invited and click Send Invitation button.

4. Invitation pending will be listed in the page as shown below

5. Team member will receive an email to accept and activate the user account.

6. Once the team member activates the account and complete the signup, the team member will be listed with EDITOR role by default. The roles of the team member can be changed to ADMIN or USER by any of the team members with ADMIN role.