Add New Users
To add a new user, navigate to the gear icon in the top-right and select Settings.
Click Team underneath Company Settings
Add a new Team Member in the top-right.
Input the required information:
Email Address
First Name
Last Name
User Permissions Levels
Creator
Scope of Access: A Creator has limited access to features within Xplor Growth. This role focuses on creating and utilizing the platform's main tools, including:
Creating emails
Designing automated campaigns
Building landing pages
Restrictions: A Creator cannot access team settings, billing information, or manage other users.
Manager
Scope of Access: The Manager role encompasses all capabilities of a Creator, with the additional privilege of accessing billing settings.
Restrictions: Like Creators, Managers cannot manage the team (e.g., adding or removing users).
Admin
Scope of Access: Admins have full access to all Xplor Growth features and settings. In addition to the capabilities of Managers and Creators, Admins can:
Manage team settings (e.g., add or remove users)
Access and modify billing information
Best for: Users who need administrative control over the team and platform settings.
After entering all required information, click Invite. The new team member will appear in your Team Members list. Their status will show as Invitation Sent until they accept the invite.
HQ Team Member Users
If a team member needs access to multiple locations within your franchise, you can add them as a team member at the HQ account level. This gives them access to all connected locations, without needing to be added to each one individually.
Edit or Remove Users
To edit or remove a user, go to Settings > Company Settings > Teams. Find the team member and click Option in their row. There you will have two options:
Change Permissions: This will allow you to change the team member's access level.
Remove from Team: This will permanently remove this team member from the account, so they will no longer have access.
