Team and access
Inviting people, what each role can do, requests to join, portfolios, teams and removing access.
- Invite a colleagueInvite someone to your brand with the role you choose, what the email and link do, how seats are counted, and how to renew or revoke an invitation.
- Accept an invitationWhat to do with an invitation email: open the link, set a password or continue with Google, and what to do if the link says it is invalid or expired.
- Invite someone who already has a loginWhy inviting an address that already uses Fabrik Analytics gives access at once with no new sign-up, and why their role has to match the one you choose.
- Roles and what each can doThe five client roles, the portfolio roles and the agency roles, what each can see and change by default, and who can change a role or what it allows.
- Requests to join your brandWhy someone who signs up with your company email waits for approval, who is told, where a request is approved or declined, and what the requester sees.
- Portfolios and who can see themHow portfolios group several brands, how membership gives access to every brand in it, who can invite, add or remove members, and what removal takes away.
- Remove someone's accessTake away a person's access to your brand, remove a login, cancel an invitation, and what happens to access given through a portfolio or an agency.
- Set a person's teamsThe nine teams in Fabrik Analytics, what each one owns, and how to say which teams each of your brand's users works in, so actions reach them.
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