Getting started with AdCalls by inviting users and setting up access can be simple when you know the right steps. This guide will walk you through how to gain access to AdCalls and invite your team members effortlessly, ensuring seamless collaboration in your marketing campaigns.
Understanding AdCalls Access Roles And Requirements
AdCalls is a digital marketing tool that provides advertisers with a platform to manage their advertising campaigns. Gaining access to AdCalls is crucial as it allows advertisers to collaborate effectively in real time, optimize campaigns, and gain insights from analytics.
There are different access roles in AdCalls to cater for various collaborative needs. For instance, User roles allow basic collaboration; Admin roles permit full control, including inviting new users and managing permissions; View-only roles are ideal for clients or stakeholders who only need to oversee progress.
Before inviting users, an account holder must first hold an Admin role. This prerequisite ensures control over who has access and maintains campaign security.
Common scenarios may include a large marketing team working on a multi-channel campaign, an agency managing campaigns for several clients, or inviting third-party experts for consultancy. The ability to invite multiple users affords streamlined and efficient campaign management.
In preparation for inviting users, ensure you have the email addresses of the invitees ready, verify your Admin role, and prepare a brief note explaining each invitee’s roles and responsibilities. It’s always beneficial to have a list of tasks and timelines at hand to provide clarity to invited users, ensuring a smooth onboarding.
Step by Step Guide To Gaining Access To AdCalls
To begin with, you will need to create your account on AdCalls. If you already have one, skip this step and proceed to logging in.
- Visit the AdCalls website and click on “sign up.”
- Fill in your information, including your email address and password, then submit the form.
- Check your inbox for a confirmation email from AdCalls. Remember to check your spam folder too, just in case.
- Click the confirmation link in the email to activate your account.
Now, you are ready to log in to your AdCalls account. Use your email and password to sign in. In case you encounter issues at this phase, use the “reset password” function or contact the AdCalls support team.
Once you’ve logged in, navigate to your account settings to request access to the necessary areas. In most cases, you will need to request access from your marketing agency or platform. In the request details, explain why you need access and which roles you require. This information will be essential in the decision-making process.
Remember: Gaining access could take some time because of the necessary verifications. Be proactive to speed this process up by providing all required information upfront and addressing any queries as quickly as possible.
If you run into any problems during this process or your request is denied, don’t hesitate to reach out to AdCalls for assistance. They are there to ensure the process runs smoothly for you.
Congratulations! Upon approval, you are ready to take the next step and start inviting users to your AdCalls account.
Inviting Users to Collaborate on AdCalls
Once you have gained access to AdCalls, the next essential step is to invite your team members to join the platform. Navigate to the user management section, typically located under ‘Settings’. Here, find the option labeled ‘Invite a user.’ Enter the email address of your invitee.
From the dropdown, select an appropriate role for the individual – Admin, User, Observer – based on their responsibilities. Admins have full access, Users can view and edit call data, while Observers may only view data. After setting roles, click on the ‘Invite user’ button to send the invite.
Check the status of sent invitations under ‘Sent Invites’. If the invitee hasn’t received the email, click ‘Resend’.
Managing Users and Permissions
Efficient organization of users and permissions is crucial for maintaining platform security. Regularly review the roles and access levels of all users. Update them as necessary to keep only the relevant personnel with appropriate accesses on board.
For effective collaboration, set clear roles and responsibilities for each user, avoiding unnecessarily broad access. If faced with invitation issues such as non-delivery of invite emails, reconfirm the email address inputted and check spam folders before resending the invite. With regular user access reviews, users’ accesses can be maintained at optimal levels, ensuring enhanced team cooperation and security on AdCalls.
Conclusions
Gaining access and inviting users to AdCalls doesn’t have to be complicated. By understanding access roles, following the step-by-step process to request access, and carefully managing invitations, you can ensure smooth teamwork and efficient campaign management. Taking these simple steps empowers your marketing efforts and keeps your AdCalls environment secure and organized.
Alternative Access with LinkMyAgency
Another approach involves using LinkMyAgency to streamline the access process:
Send a Link: With LinkMyAgency, send a link to your client that allows them to easily grant you the necessary access without complex steps. No more frustration for either you explaining the steps, or your client not finding how to invite you.
Get Started with LinkMyAgency Sign up for a free 14-day trial in just a minute—no credit card required. Experience how LinkMyAgency can facilitate your agency operations, endorsed by industry giants like Meta, Google, and TikTok.