You can invite your colleagues to your brand account so that you can collaborate and manage tasks together π§βπ€βπ§
However, the brand is only created after you submit your first brief. If you do not see any brand yet on your dashboard, go ahead and create a brief, and then invite your teammates to collaborate.
Add a Teammate
Here's how to add a teammate to your brand account π
Head on over to Brand details > Users π₯
Brand details can be found on the left side of the window. Click the drop-down arrow beside your brand name.
Click on "Invite"
Input the email address of the teammate you want to invite π
Click on "Send invite" and your teammate should be notified π
If your teammate does not have their own Billo account, they will be sent a sign-up link so they can create their account π€
If your teammate has their own Billo account, they are informed that they now have access and can view the brand under π§³ My Brands in their account
FAQ:
Can I revoke/cancel an invitation I sent?
Yes, you can revoke or cancel an invitation that was sent by mistake. While the Brand Role is listed as "Invited" you can press on the 3 dots, then Select "Remove"
How do I remove a teammate from my brand?
To remove a teammate from your brand, you will need to reach out to CS via Chat π¬
Please provide the name of the brand and email of the user that should be removed and we will take care of it.
What's next?