It's easy to invite additional users to your FreedomSoft account.
Whether you have team members, a business partner, VAs, etc, each person can be added to your account to keep everyone organized and working in the same place.
Follow the steps below to add new users and adjust their access permissions inside the account.
Inviting a New User:
1) Hover over your name in the top right of any screen.
2) Click “Settings.”
3) Select "People" in the left pane.
4) Click "Invite Someone"
5) Enter their First & Last name, email address, and permission level.
- In the permissions drop-down, you can control whether the person you are inviting gets full or limited access. If you select "limited" from the drop-down, you will then be able to control which features and campaigns that person can access.
- For FreedomSoft Start level plans, giving someone limited access will keep them from accessing the Settings page in FreedomSoft but they will still be able to access all Lists and Campaigns.
- For FreedomSoft Grow and Scale level plans, you have full permission control, as pictured below, to control specifically what each added user can and can not see in the account.
6) Click the "Send Invitation" button and FreedomSoft will send an invite email with a login link to the new user.