When a new team member needs access to Pushwoosh, it's important to determine the type of access they require. Here are the common ways to provide access:
1. Adding the team member to your organization's existing Pushwoosh account:
This is suitable if your team member needs to collaborate within your current Pushwoosh setup.
* Who can do this: Typically, an Account Owner or a user with Admin privileges for the Pushwoosh account.
* What you'll need: The new team member's full name and email address.
* Key step - Assigning a Role: You will need to assign a role to the new user (e.g., Admin, Developer, Marketing). Roles define what the user can see and do within the account. Choose a role that matches their responsibilities and required level of access.
* How to do it (general steps):
1. Log in to your Pushwoosh Control Panel.
2. Navigate to the section for managing users or team members (this might be called "Team," "Users," "User Management," or similar within your account settings).
3. Look for an option like "Add User," "Invite Team Member," or a similar button.
4. Enter the new team member's email address (and name, if prompted) and select the appropriate role for them.
5. The new user will usually receive an email invitation to create their login and join your Pushwoosh account.
2. Creating a new, separate Pushwoosh account:
This option is generally for situations where the team member (or their department/brand) needs a completely independent Pushwoosh environment, separate from any existing company accounts.
* How to do it: This involves a standard new account registration process, typically initiated from the Pushwoosh website.
Which option should I choose?
- For granting a colleague access to your company's current projects, data, and configurations in Pushwoosh, adding them as a user to your existing account (Option 1) is usually the correct choice.
If you are an Account Owner or Admin and need assistance adding a user to your existing account, or if you are unsure which option is best for your situation, please contact Pushwoosh support. When reaching out, it's helpful to provide:
* Clarification that you want to add a user to an existing Pushwoosh account.
* The new team member's full name and email address.
* The specific role you wish to assign to them within the existing account.
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